Avid Wealth Partners LLC Ishares S&P 500 Value ETF Transaction History

Avid Wealth Partners LLC

  • $129 Billion
  • Q2 2024

A detailed history of Avid Wealth Partners LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Avid Wealth Partners LLC holds 29,841 shares of IVE stock, worth $5.86 Million. This represents 4.22% of its overall portfolio holdings.

Number of Shares
29,841
Previous 28,263 5.58%
Holding current value
$5.86 Million
Previous $5.28 Billion 2.87%
% of portfolio
4.22%
Previous 4.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
$176.58 - $186.7 $278,643 - $294,612
1,578 Added 5.58%
29,841 $5.43 Billion
Q1 2024

May 08, 2024
BUY
$171.09 - $186.81 $4.84 Million - $5.28 Million
28,263 New
28,263 $5.28 Billion

Others Institutions Holding IVE

# of Institutions
1,446
Shares Held
140M
Call Options Held
110K
Put Options Held
9.3K
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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