A detailed history of Aviso Wealth Management transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Aviso Wealth Management holds 2,223 shares of IVE stock, worth $456,248. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,223
Previous 2,223 -0.0%
Holding current value
$456,248
Previous $405 Million 8.33%
% of portfolio
0.24%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$171.09 - $186.81 $7,870 - $8,593
46 Added 2.11%
2,223 $415 Million
Q4 2023

Feb 13, 2024

BUY
$147.64 - $174.21 $321,412 - $379,255
2,177 New
2,177 $379 Million

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Aviso Wealth Management Portfolio

Follow Aviso Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aviso Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Aviso Wealth Management with notifications on news.