Alterna Wealth Management, Inc Ishares S&P 500 Value ETF Transaction History

Alterna Wealth Management, Inc

  • $112 Million
  • Q2 2024

A detailed history of Alterna Wealth Management, Inc transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 2,488 shares of IVE stock, worth $488,021. This represents 0.4% of its overall portfolio holdings.

Number of Shares
2,488
Previous 1,604 55.11%
Holding current value
$488,021
Previous $299,000 51.17%
% of portfolio
0.4%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
BUY
$176.58 - $186.7 $156,096 - $165,042
884 Added 55.11%
2,488 $452,000
Q1 2024

May 03, 2024
BUY
$171.09 - $186.81 $274,428 - $299,643
1,604 New
1,604 $299,000
Q4 2018

Feb 14, 2019
BUY
$95.36 - $116.8 $397,365 - $486,705
4,167 New
4,167 $437,000

Others Institutions Holding IVE

# of Institutions
1,448
Shares Held
140M
Call Options Held
110K
Put Options Held
9.3K
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 Alterna Wealth Management, Inc Portfolio

Follow Alterna Wealth Management, Inc 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 Alterna Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Alterna Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email