Axim Planning & Wealth Ishares S&P 500 Value ETF Transaction History

Axim Planning & Wealth

  • $93.9 Million
  • Q4 2024

A detailed history of Axim Planning & Wealth transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Axim Planning & Wealth holds 1,896 shares of IVE stock, worth $372,355. This represents 0.38% of its overall portfolio holdings.

Number of Shares
1,896
Previous 1,027 84.62%
Holding current value
$372,355
Previous $202,000 78.71%
% of portfolio
0.38%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$189.5 - $206.17 $164,675 - $179,161
869 Added 84.62%
1,896 $361,000
Q3 2024

Nov 05, 2024
BUY
$181.06 - $197.17 $185,948 - $202,493
1,027 New
1,027 $202,000

Others Institutions Holding IVE

# of Institutions
1,662
Shares Held
146M
Call Options Held
107K
Put Options Held
60.7K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Axim Planning & Wealth Portfolio

Follow Axim Planning & Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axim Planning & Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Axim Planning & Wealth with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email