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

Waterway Wealth Management, LLC

  • $233 Billion
  • Q3 2024

A detailed history of Waterway Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 1,811 shares of IVE stock, worth $347,186. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,811
Previous 1,800 0.61%
Holding current value
$347,186
Previous $328 Million 8.95%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Oct 21, 2024
BUY
$181.06 - $197.17 $1,991 - $2,168
11 Added 0.61%
1,811 $357 Million
Q2 2024

Jul 25, 2024
SELL
$176.58 - $186.7 $145,148 - $153,467
-822 Reduced 31.35%
1,800 $328 Million
Q1 2024

Apr 18, 2024
BUY
$171.09 - $186.81 $448,597 - $489,815
2,622 New
2,622 $490 Million

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
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