Wiser Advisor Group LLC Ishares S&P 500 Value ETF Transaction History

Wiser Advisor Group LLC

  • $67 Billion
  • Q3 2024

A detailed history of Wiser Advisor Group LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Wiser Advisor Group LLC holds 992 shares of IVE stock, worth $201,961. This represents 0.29% of its overall portfolio holdings.

Number of Shares
992
Previous 987 0.51%
Holding current value
$201,961
Previous $180 Million 8.93%
% of portfolio
0.29%
Previous 0.28%

Shares

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

Nov 13, 2024
BUY
$181.06 - $197.17 $905 - $985
5 Added 0.51%
992 $196 Million
Q2 2024

Aug 14, 2024
BUY
$176.58 - $186.7 $34,609 - $36,593
196 Added 24.78%
987 $180 Million
Q1 2024

May 15, 2024
BUY
$171.09 - $186.81 $131,739 - $143,843
770 Added 3666.67%
791 $148 Million
Q4 2023

Feb 12, 2024
BUY
$147.64 - $174.21 $3,100 - $3,658
21 New
21 $3.7 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

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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