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

Lji Wealth Management, LLC

$489 Billion
Q3 2024

A detailed history of Lji Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Lji Wealth Management, LLC holds 2,586 shares of IVE stock, worth $526,483. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,586

Previous 2,585 0.04%

Holding current value

$526,483

Previous $471 Million 8.37%

% of portfolio

0.1%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$181.06 - $197.17 $181 - $197	1 Added 0.04%	2,586 $510 Million
Q2 2024 Aug 12, 2024	BUY	$176.58 - $186.7 $4,591 - $4,854	26 Added 1.02%	2,585 $471 Million
Q1 2024 May 15, 2024	SELL	$171.09 - $186.81 $123,698 - $135,063	-723 Reduced 22.03%	2,559 $478 Million
Q4 2023 Feb 13, 2024	BUY	$147.64 - $174.21 $6,496 - $7,665	44 Added 1.36%	3,282 $571 Million
Q3 2023 Feb 02, 2024	SELL	$153.33 - $166.75 $31.8 Million - $34.6 Million	-207,394 Reduced 98.46%	3,238 $498 Million
Q2 2023 Feb 02, 2024	BUY	$149.72 - $161.19 $31.1 Million - $33.4 Million	207,503 Added 6631.61%	210,632 $514 Million
Q1 2023 Feb 02, 2024	BUY	$144.21 - $159.47 $8,075 - $8,930	56 Added 1.82%	3,129 $475 Million
Q4 2022 Jan 02, 2024	BUY	$129.68 - $151.79 $398,506 - $466,450	3,073 New	3,073 $446 Million

Others Institutions Holding IVE

# of Institutions

1,529

Shares Held

139M

Call Options Held

91.7K

Put Options Held

29.4K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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