4 J Wealth Management LLC Ishares S&P 500 Value ETF Transaction History

4 J Wealth Management LLC

$102 Million
Q1 2025

A detailed history of 4 J Wealth Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, 4 J Wealth Management LLC holds 2,464 shares of IVE stock, worth $488,906. This represents 0.46% of its overall portfolio holdings.

Number of Shares

2,464

Previous 2,464 -0.0%

Holding current value

$488,906

Previous $470,000 0.21%

% of portfolio

0.46%

Previous 0.45%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$176.58 - $186.7 $1,765 - $1,867	-10 Reduced 0.4%	2,464 $448,000
Q1 2024 Apr 22, 2024	SELL	$171.09 - $186.81 $11,120 - $12,142	-65 Reduced 2.56%	2,474 $462,000
Q4 2023 Jan 22, 2024	SELL	$147.64 - $174.21 $32,628 - $38,500	-221 Reduced 8.01%	2,539 $441,000
Q1 2023 Apr 21, 2023	SELL	$144.21 - $159.47 $7,210 - $7,973	-50 Reduced 1.78%	2,760 $418,000
Q4 2022 Jan 17, 2023	SELL	$129.68 - $151.79 $1,296 - $1,517	-10 Reduced 0.35%	2,810 $0
Q3 2022 Oct 27, 2022	BUY	$128.52 - $150.96 $362,426 - $425,707	2,820 New	2,820 $362,000
Q2 2022 Aug 01, 2022	BUY	$133.27 - $158.52 $2,665 - $3,170	20 Added 0.7%	2,875 $395,000
Q1 2022 Apr 28, 2022	SELL	$147.46 - $159.06 $1,179 - $1,272	-8 Reduced 0.28%	2,855 $445,000
Q2 2021 Jul 13, 2021	SELL	$142.18 - $151.25 $1,848 - $1,966	-13 Reduced 0.45%	2,863 $423,000
Q1 2021 Apr 13, 2021	SELL	$125.98 - $142.4 $30,613 - $34,603	-243 Reduced 7.79%	2,876 $406,000
Q4 2020 Jan 15, 2021	BUY	$109.93 - $128.18 $342,871 - $399,793	3,119 New	3,119 $399,000

Others Institutions Holding IVE

# of Institutions

1,714

Shares Held

161M

Call Options Held

124K

Put Options Held

51.5K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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4 J Wealth Management LLC Ishares S&P 500 Value ETF Transaction History