Wr Wealth Planners, LLC Ishares S&P 500 Value ETF Transaction History

Wr Wealth Planners, LLC

$318 Million
Q2 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 3,846 shares of IVE stock, worth $752,777. This represents 0.22% of its overall portfolio holdings.

Number of Shares

3,846

Previous 3,789 1.5%

Holding current value

$752,777

Previous $707,000 0.99%

% of portfolio

0.22%

Previous 0.23%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$176.58 - $186.7 $10,065 - $10,641	57 Added 1.5%	3,846 $700,000
Q1 2024 Jul 31, 2024	BUY	$171.09 - $186.81 $648,260 - $707,823	3,789 New	3,789 $707,000
Q2 2023 Aug 01, 2024	SELL	$149.72 - $161.19 $563,845 - $607,041	-3,766 Reduced 97.92%	80 $12.9 Million
Q1 2023 Aug 01, 2024	SELL	$144.21 - $159.47 $543,094 - $600,564	-3,766 Reduced 97.92%	80 $12.1 Million

Others Institutions Holding IVE

# of Institutions

1,445

Shares Held

140M

Call Options Held

110K

Put Options Held

9.3K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Wr Wealth Planners, LLC Ishares S&P 500 Value ETF Transaction History