Abound Wealth Management Ishares S&P 500 Value ETF Transaction History

Abound Wealth Management

$300 Billion
Q1 2025

A detailed history of Abound Wealth Management transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Abound Wealth Management holds 301 shares of IVE stock, worth $57,370. This represents 0.02% of its overall portfolio holdings.

Number of Shares

301

Previous 112 168.75%

Holding current value

$57,370

Previous $21.3 Million 169.71%

% of portfolio

0.02%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$185.78 - $198.58 $35,112 - $37,531	189 Added 168.75%	301 $57.4 Million
Q4 2023 Aug 08, 2024	BUY	$147.64 - $174.21 $147 - $174	1 Added 0.9%	112 $19.4 Million
Q3 2023 Aug 08, 2024	BUY	$153.33 - $166.75 $2,146 - $2,334	14 Added 14.43%	111 $17.1 Million
Q1 2023 Aug 07, 2024	BUY	$144.21 - $159.47 $13,988 - $15,468	97 New	97 $14.8 Million
Q4 2022 Aug 07, 2024	SELL	$129.68 - $151.79 $5,187 - $6,071	-40 Reduced 29.2%	97 $14.1 Million
Q3 2022 Aug 07, 2024	BUY	$128.52 - $150.96 $5,140 - $6,038	40 Added 41.24%	137 $17.6 Million
Q2 2022 Aug 12, 2024	SELL	$133.27 - $158.52 $1,999 - $2,377	-15 Reduced 13.39%	97 $13.4 Million
Q1 2022 Aug 12, 2024	SELL	$147.46 - $159.06 $147 - $159	-1 Reduced 1.12%	88 $13.8 Million
Q4 2021 Aug 12, 2024	SELL	$145.8 - $156.8 $3,353 - $3,606	-23 Reduced 20.54%	89 $13.9 Million

Others Institutions Holding IVE

# of Institutions

1,696

Shares Held

160M

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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Abound Wealth Management Ishares S&P 500 Value ETF Transaction History