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

Accel Wealth Management

$263 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 20, 2023	BUY	$144.21 - $159.47 $144 - $159	1 Added 0.23%	428 $64,000
Q4 2022 Jan 26, 2023	BUY	$129.68 - $151.79 $259 - $303	2 Added 0.47%	427 $0
Q3 2022 Oct 12, 2022	BUY	$128.52 - $150.96 $128 - $150	1 Added 0.24%	425 $58,000
Q2 2022 Aug 03, 2022	BUY	$133.27 - $158.52 $133 - $158	1 Added 0.24%	424 $59,000
Q1 2022 Apr 29, 2022	BUY	$147.46 - $159.06 $147 - $159	1 Added 0.24%	423 $66,000
Q4 2021 Jan 18, 2022	BUY	$145.8 - $156.8 $30,763 - $33,084	211 Added 100.0%	422 $66,000
Q3 2021 Nov 04, 2021	SELL	$143.75 - $152.0 $30,043 - $31,768	-209 Reduced 49.76%	211 $31,000
Q2 2021 Aug 03, 2021	BUY	$142.18 - $151.25 $142 - $151	1 Added 0.24%	420 $62,000
Q1 2021 May 10, 2021	BUY	$125.98 - $142.4 $125 - $142	1 Added 0.24%	419 $59,000
Q4 2020 Jan 27, 2021	BUY	$109.93 - $128.18 $45,950 - $53,579	418 New	418 $54,000

Others Institutions Holding IVE

# of Institutions

1,529

Shares Held

139M

Call Options Held

91.7K

Put Options Held

29.4K

Jpmorgan Chase & CO New York, NY

17M
Shares

$3.47 Billion
0.28% of portfolio
Envestnet Asset Management Inc

12.9M
Shares

$2.63 Billion
0.84% of portfolio
Morgan Stanley New York, NY

12.5M
Shares

$2.55 Billion
0.18% of portfolio
Bank Of America Corp Charlotte, NC

7.95M
Shares

$1.62 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

6.95M
Shares

$1.41 Billion
0.32% of portfolio

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

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