Aspire Wealth Management Corp Ishares S&P 500 Value ETF Transaction History

Aspire Wealth Management Corp

  • $174 Million
  • Q3 2024

A detailed history of Aspire Wealth Management Corp transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Aspire Wealth Management Corp holds 4,037 shares of IVE stock, worth $802,474. This represents 0.46% of its overall portfolio holdings.

Number of Shares
4,037
Previous 4,099 1.51%
Holding current value
$802,474
Previous $746,000 6.57%
% of portfolio
0.46%
Previous 0.45%

Shares

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

Oct 31, 2024
SELL
$181.06 - $197.17 $11,225 - $12,224
-62 Reduced 1.51%
4,037 $795,000
Q2 2024

Aug 12, 2024
BUY
$176.58 - $186.7 $56,329 - $59,557
319 Added 8.44%
4,099 $746,000
Q1 2024

Apr 29, 2024
BUY
$171.09 - $186.81 $646,720 - $706,141
3,780 New
3,780 $706,000

Others Institutions Holding IVE

# of Institutions
1,708
Shares Held
163M
Call Options Held
128K
Put Options Held
51.5K
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 Aspire Wealth Management Corp Portfolio

Follow Aspire Wealth Management Corp 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 Aspire Wealth Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Aspire Wealth Management Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email