Maxwell Wealth Strategies Inc. Ishares S&P 500 Value ETF Transaction History

Maxwell Wealth Strategies Inc.

  • $235 Billion
  • Q3 2024

A detailed history of Maxwell Wealth Strategies Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 17,308 shares of IVE stock, worth $3.32 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
17,308
Previous 16,916 2.32%
Holding current value
$3.32 Million
Previous $3.08 Billion 10.38%
% of portfolio
1.44%
Previous 1.51%

Shares

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

Nov 06, 2024
BUY
$181.06 - $197.17 $70,975 - $77,290
392 Added 2.32%
17,308 $3.4 Billion
Q2 2024

Aug 12, 2024
BUY
$176.58 - $186.7 $93,940 - $99,324
532 Added 3.25%
16,916 $3.08 Billion
Q1 2024

May 31, 2024
BUY
$171.09 - $186.81 $2.8 Million - $3.06 Million
16,384 New
16,384 $2.97 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
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