Ishares S&P 500 Value ETF (IVE)

Sector:
Super Investor Stats:
Ownership count:1
Ownership rank:667
% of all portfolios:0%
History Portfolio Manager Activity Share change % change to portfolio ▼
Q3  2024
≡ Christopher Davis - Davis Advisors Reduce 46.38% 10,983 0.01
Q2  2024
≡ Christopher Davis - Davis Advisors Buy 23,681 0.02
Q1  2024
≡ Christopher Davis - Davis Advisors Sell 100.00% 139,545 0.14
Q4  2023
≡ Christopher Davis - Davis Advisors Add 713.10% 122,383 0.12
Q3  2023
≡ Christopher Davis - Davis Advisors Add 545.92% 14,505 0.02
Q2  2023
≡ Christopher Davis - Davis Advisors Buy 2,657 0.00
Q1  2023
≡ Christopher Davis - Davis Advisors Sell 100.00% 62,868 0.06
Q4  2022
≡ Christopher Davis - Davis Advisors Add 97.49% 31,035 0.03
Q3  2022
≡ Christopher Davis - Davis Advisors Reduce 45.31% 26,376 0.02
Q2  2022
≡ Christopher Davis - Davis Advisors Add 651.18% 50,460 0.04
Q1  2022
≡ Christopher Davis - Davis Advisors Reduce 94.16% 125,024 0.16
Q4  2021
≡ Christopher Davis - Davis Advisors Add 6910.19% 130,879 0.10
Q3  2021
≡ Christopher Davis - Davis Advisors Buy 1,894 0.00
Q1  2021
≡ Christopher Davis - Davis Advisors Sell 100.00% 28,704 0.02
Q4  2020
≡ Christopher Davis - Davis Advisors Add 251.94% 20,548 0.01
Q3  2020
≡ Christopher Davis - Davis Advisors Buy 8,156 0.01
Q2  2020
≡ Christopher Davis - Davis Advisors Sell 100.00% 18,178 0.01
Q1  2020
≡ Christopher Davis - Davis Advisors Reduce 68.63% 39,778 0.02

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.