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

Atticus Wealth Management, LLC

  • $285 Million
  • Q3 2024

A detailed history of Atticus Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 17 shares of IVE stock, worth $3,498. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17
Previous 104 83.65%
Holding current value
$3,498
Previous $18,000 83.33%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Oct 15, 2024
SELL
$181.06 - $197.17 $15,752 - $17,153
-87 Reduced 83.65%
17 $3,000
Q2 2024

Jul 17, 2024
SELL
$176.58 - $186.7 $78,931 - $83,454
-447 Reduced 81.13%
104 $18,000
Q1 2024

Apr 17, 2024
SELL
$171.09 - $186.81 $33,875 - $36,988
-198 Reduced 26.44%
551 $102,000
Q4 2023

Jan 17, 2024
SELL
$147.64 - $174.21 $5,610 - $6,619
-38 Reduced 4.83%
749 $130,000
Q3 2023

Nov 15, 2023
BUY
$153.33 - $166.75 $120,670 - $131,232
787 New
787 $121,000
Q3 2023

Oct 16, 2023
BUY
$153.33 - $166.75 $0 - $0
0 New
0 $0
Q2 2023

Jul 20, 2023
BUY
$149.72 - $161.19 $0 - $0
0 New
0 $0
Q1 2023

Apr 17, 2023
SELL
$144.21 - $159.47 $31,149 - $34,445
-216 Closed
0 $0
Q4 2022

Jan 31, 2023
BUY
$129.68 - $151.79 $28,010 - $32,786
216 New
216 $31,000
Q2 2022

Jul 13, 2022
SELL
$133.27 - $158.52 $1,732 - $2,060
-13 Reduced 5.31%
232 $32,000
Q1 2022

Apr 15, 2022
BUY
$147.46 - $159.06 $147 - $159
1 Added 0.41%
245 $38,000
Q4 2021

Jan 26, 2022
SELL
$145.8 - $156.8 $51,030 - $54,880
-350 Reduced 58.92%
244 $38,000
Q2 2021

Jul 21, 2021
BUY
$142.18 - $151.25 $47,061 - $50,063
331 Added 125.86%
594 $88,000
Q1 2021

Apr 15, 2021
SELL
$125.98 - $142.4 $2,771 - $3,132
-22 Reduced 7.72%
263 $37,000
Q4 2020

Jan 20, 2021
BUY
$109.93 - $128.18 $18,798 - $21,918
171 Added 150.0%
285 $37,000
Q3 2020

Oct 21, 2020
SELL
$106.77 - $118.22 $5,765 - $6,383
-54 Reduced 32.14%
114 $13,000
Q2 2020

Jul 15, 2020
SELL
$91.94 - $119.67 $46,337 - $60,313
-504 Reduced 75.0%
168 $18,000
Q1 2020

Apr 23, 2020
SELL
$82.97 - $131.79 $34,100 - $54,165
-411 Reduced 37.95%
672 $65,000
Q4 2019

Feb 03, 2020
BUY
$115.41 - $130.26 $124,989 - $141,071
1,083 New
1,083 $141,000

Others Institutions Holding IVE

# of Institutions
1,529
Shares Held
139M
Call Options Held
91.7K
Put Options Held
29.4K
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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