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

Triad Wealth Partners, LLC

  • $188 Billion
  • Q3 2024

A detailed history of Triad Wealth Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 20,411 shares of IVE stock, worth $3.91 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares
20,411
Previous 4 510175.0%
Holding current value
$3.91 Million
Previous $728,000 552720.33%
% of portfolio
2.14%
Previous 0.0%

Shares

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

Oct 21, 2024
BUY
$181.06 - $197.17 $3.69 Million - $4.02 Million
20,407 Added 510175.0%
20,411 $4.02 Billion
Q2 2024

Jul 18, 2024
BUY
$176.58 - $186.7 $706 - $746
4 New
4 $728,000

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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