A detailed history of Zrc Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 984 shares of IVE stock, worth $202,487. This represents 0.08% of its overall portfolio holdings.

Number of Shares
984
Previous 978 0.61%
Holding current value
$202,487
Previous $178 Million 8.96%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 04, 2024

BUY
$181.06 - $197.17 $1,086 - $1,183
6 Added 0.61%
984 $194 Million
Q2 2024

Jul 08, 2024

BUY
$176.58 - $186.7 $706 - $746
4 Added 0.41%
978 $178 Million
Q1 2024

Apr 19, 2024

BUY
$171.09 - $186.81 $1,539 - $1,681
9 Added 0.93%
974 $182 Million
Q1 2023

May 04, 2023

BUY
$144.21 - $159.47 $139,162 - $153,888
965 New
965 $146 Million

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


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