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

Able Wealth Management LLC

  • $132 Billion
  • Q3 2024

A detailed history of Able Wealth Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Able Wealth Management LLC holds 10,236 shares of IVE stock, worth $2.08 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
10,236
Previous 11,316 9.54%
Holding current value
$2.08 Million
Previous $2.06 Billion 2.01%
% of portfolio
1.53%
Previous 1.7%

Shares

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

Nov 01, 2024
SELL
$181.06 - $197.17 $195,544 - $212,943
-1,080 Reduced 9.54%
10,236 $2.02 Billion
Q2 2024

Nov 01, 2024
SELL
$176.58 - $186.7 $50,501 - $53,396
-286 Reduced 2.47%
11,316 $2.06 Billion
Q1 2024

Nov 01, 2024
SELL
$171.09 - $186.81 $8,383 - $9,153
-49 Reduced 0.42%
11,602 $2.17 Billion
Q4 2023

Feb 20, 2024
BUY
$147.64 - $174.21 $1.72 Million - $2.03 Million
11,651 New
11,651 $2.03 Billion

Others Institutions Holding IVE

# of Institutions
1,529
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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