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 $483,362. This represents 0.45% of its overall portfolio holdings.

Number of Shares
2,464
Previous 2,464 -0.0%
Holding current value
$483,362
Previous $485,000 3.09%
% of portfolio
0.45%
Previous 0.43%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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