A detailed history of Tsa Wealth Managment LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Tsa Wealth Managment LLC holds 41,469 shares of IVE stock, worth $8.44 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares
41,469
Previous 42,140 1.59%
Holding current value
$8.44 Million
Previous $7.67 Billion 6.6%
% of portfolio
3.29%
Previous 3.27%

Shares

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

Nov 06, 2024

SELL
$181.06 - $197.17 $121,491 - $132,301
-671 Reduced 1.59%
41,469 $8.18 Billion
Q2 2024

Jul 26, 2024

SELL
$176.58 - $186.7 $260,808 - $275,755
-1,477 Reduced 3.39%
42,140 $7.67 Billion
Q1 2024

May 08, 2024

BUY
$171.09 - $186.81 $7.46 Million - $8.15 Million
43,617 New
43,617 $8.15 Billion

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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