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

Alterna Wealth Management, Inc

  • $116 Million
  • Q4 2025

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 7,704 shares of IVE stock, worth $1.61 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
7,704
Previous 4,377 76.01%
Holding current value
$1.61 Million
Previous $903,000 78.74%
% of portfolio
1.39%
Previous 0.78%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$202.52 - $212.07 $673,784 - $705,556
3,327 Added 76.01%
7,704 $1.61 Million
Q3 2025

Oct 17, 2025
BUY
$194.44 - $206.51 $171,690 - $182,348
883 Added 25.27%
4,377 $903,000
Q2 2025

Aug 11, 2025
SELL
$168.34 - $195.42 $13,467 - $15,633
-80 Reduced 2.24%
3,494 $682,000
Q1 2025

Apr 28, 2025
BUY
$185.78 - $198.58 $211,974 - $226,579
1,141 Added 46.9%
3,574 $681,000
Q4 2024

Jan 24, 2025
BUY
$189.5 - $206.17 $13,075 - $14,225
69 Added 2.92%
2,433 $464,000
Q3 2024

Oct 30, 2024
SELL
$181.06 - $197.17 $22,451 - $24,449
-124 Reduced 4.98%
2,364 $466,000
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
1,790
Shares Held
171M
Call Options Held
67.9K
Put Options Held
38.7K
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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