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

Regimen Wealth, LLC

  • $309 Billion
  • Q3 2024

A detailed history of Regimen Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Regimen Wealth, LLC holds 7,761 shares of IVE stock, worth $1.49 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
7,761
Previous 7,729 0.41%
Holding current value
$1.49 Million
Previous $1.41 Billion 8.79%
% of portfolio
0.5%
Previous 0.48%

Shares

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

Nov 13, 2024
BUY
$181.06 - $197.17 $5,793 - $6,309
32 Added 0.41%
7,761 $1.53 Billion
Q2 2024

Aug 14, 2024
BUY
$176.58 - $186.7 $1.36 Million - $1.44 Million
7,729 New
7,729 $1.41 Billion

Others Institutions Holding IVE

# of Institutions
1,532
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
Track This Portfolio

Track Regimen Wealth, LLC Portfolio

Follow Regimen Wealth, LLC 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 Regimen Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regimen Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email