Family Wealth Group, LLC Ishares S&P 500 Value ETF Transaction History

Family Wealth Group, LLC

  • $92.4 Million
  • Q2 2024

A detailed history of Family Wealth Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 1,808 shares of IVE stock, worth $364,890. This represents 0.36% of its overall portfolio holdings.

Number of Shares
1,808
Previous 1,858 2.69%
Holding current value
$364,890
Previous $347,000 5.19%
% of portfolio
0.36%
Previous 0.4%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$176.58 - $186.7 $8,829 - $9,335
-50 Reduced 2.69%
1,808 $329,000
Q1 2024

Aug 14, 2024
BUY
$171.09 - $186.81 $317,885 - $347,092
1,858 New
1,858 $347,000

Others Institutions Holding IVE

# of Institutions
1,499
Shares Held
141M
Call Options Held
105K
Put Options Held
13.5K
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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