Advocacy Wealth Management Services, LLC Ishares S&P 500 Value ETF Transaction History

Advocacy Wealth Management Services, LLC

  • $1.17 Billion
  • Q3 2024

A detailed history of Advocacy Wealth Management Services, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 159,683 shares of IVE stock, worth $31.3 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares
159,683
Previous 155,121 2.94%
Holding current value
$31.3 Million
Previous $28.2 Million 11.51%
% of portfolio
2.7%
Previous 2.54%

Shares

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

Oct 31, 2024
BUY
$181.06 - $197.17 $825,995 - $899,489
4,562 Added 2.94%
159,683 $31.5 Million
Q2 2024

Jul 10, 2024
BUY
$176.58 - $186.7 $2.88 Million - $3.05 Million
16,321 Added 11.76%
155,121 $28.2 Million
Q1 2024

Apr 15, 2024
BUY
$171.09 - $186.81 $23.7 Million - $25.9 Million
138,800 New
138,800 $25.9 Million

Others Institutions Holding IVE

# of Institutions
1,576
Shares Held
140M
Call Options Held
83.1K
Put Options Held
27.9K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Advocacy Wealth Management Services, LLC Portfolio

Follow Advocacy Wealth Management Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advocacy Wealth Management Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advocacy Wealth Management Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email