Wealth Plan Investment Management, LLC Ishares S&P 500 Value ETF Transaction History

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 81,544 shares of IVE stock, worth $16.7 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares
81,544
Holding current value
$16.7 Million
% of portfolio
1.74%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$181.06 - $197.17 $14.8 Million - $16.1 Million
81,544 New
81,544 $16.1 Million
Q3 2023

Nov 09, 2023
BUY
$153.33 - $166.75 $12.2 Million - $13.3 Million
79,707 New
79,707 $12.3 Million
Q4 2022

Feb 15, 2023
SELL
$129.68 - $151.79 $143,166 - $167,576
-1,104 Reduced 1.31%
83,358 $12.1 Million
Q3 2022

Dec 12, 2022
BUY
$128.52 - $150.96 $73,513 - $86,349
572 Added 0.68%
84,462 $12.5 Million
Q1 2022

Sep 07, 2022
BUY
$147.46 - $159.06 $12.4 Million - $13.3 Million
83,890 New
83,890 $12.4 Million

Others Institutions Holding IVE

# of Institutions
1,529
Shares Held
139M
Call Options Held
91.7K
Put Options Held
29.4K
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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