1900 Wealth Management LLC Ishares S&P 500 Value ETF Transaction History

1900 Wealth Management LLC

  • $1.01 Billion
  • Q2 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
SELL
$171.09 - $186.81 $54,406 - $59,405
-318 Reduced 13.83%
1,982 $370,000
Q4 2023

Feb 01, 2024
SELL
$147.64 - $174.21 $465,656 - $549,458
-3,154 Reduced 57.83%
2,300 $399,000
Q3 2023

Oct 17, 2023
BUY
$153.33 - $166.75 $63,785 - $69,368
416 Added 8.26%
5,454 $839,000
Q2 2023

Jul 21, 2023
BUY
$149.72 - $161.19 $60,486 - $65,120
404 Added 8.72%
5,038 $812,000
Q1 2023

May 02, 2023
SELL
$144.21 - $159.47 $398,308 - $440,456
-2,762 Reduced 37.34%
4,634 $703,000
Q4 2022

Feb 06, 2023
BUY
$129.68 - $151.79 $259,360 - $303,580
2,000 Added 37.06%
7,396 $1.07 Million
Q3 2022

Oct 31, 2022
SELL
$128.52 - $150.96 $122,222 - $143,562
-951 Reduced 14.98%
5,396 $694,000
Q2 2022

Aug 01, 2022
BUY
$133.27 - $158.52 $86,225 - $102,562
647 Added 11.35%
6,347 $873,000
Q1 2022

Apr 27, 2022
BUY
$147.46 - $159.06 $144,068 - $155,401
977 Added 20.69%
5,700 $888,000
Q4 2021

Jan 31, 2022
BUY
$145.8 - $156.8 $154,693 - $166,364
1,061 Added 28.97%
4,723 $740,000
Q3 2021

Nov 01, 2021
BUY
$143.75 - $152.0 $526,412 - $556,624
3,662 New
3,662 $533,000

Others Institutions Holding IVE

# of Institutions
1,447
Shares Held
140M
Call Options Held
110K
Put Options Held
9.3K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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