A detailed history of Centricity Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 176 shares of IVE stock, worth $34,525. This represents 0.03% of its overall portfolio holdings.

Number of Shares
176
Holding current value
$34,525
% of portfolio
0.03%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025

BUY
$189.5 - $206.17 $33,352 - $36,285
176 New
176 $33.6 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 Centricity Wealth Management, LLC Portfolio

Follow Centricity Wealth Management, LLC 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 Centricity Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centricity Wealth Management, LLC with notifications on news.