A detailed history of Dakota Wealth Management transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Dakota Wealth Management holds 2,229 shares of IVE stock, worth $445,577. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,229
Previous 2,287 2.54%
Holding current value
$445,577
Previous $416,000 5.53%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 23, 2024

SELL
$181.06 - $197.17 $10,501 - $11,435
-58 Reduced 2.54%
2,229 $439,000
Q2 2024

Jul 19, 2024

BUY
$176.58 - $186.7 $11,124 - $11,762
63 Added 2.83%
2,287 $416,000
Q1 2024

Apr 24, 2024

BUY
$171.09 - $186.81 $81,438 - $88,921
476 Added 27.23%
2,224 $415,000
Q4 2023

Jan 30, 2024

BUY
$147.64 - $174.21 $61,861 - $72,993
419 Added 31.53%
1,748 $303,000
Q3 2023

Oct 23, 2023

BUY
$153.33 - $166.75 $203,775 - $221,610
1,329 New
1,329 $204,000
Q1 2020

Apr 29, 2020

SELL
$82.97 - $131.79 $1.1 Million - $1.75 Million
-13,288 Closed
0 $0
Q4 2019

Feb 06, 2020

BUY
$115.41 - $130.26 $1.53 Million - $1.73 Million
13,288 New
13,288 $1.73 Million
Q1 2019

Apr 18, 2019

SELL
$99.16 - $114.4 $342,399 - $395,023
-3,453 Closed
0 $0
Q4 2018

Jan 22, 2019

BUY
$95.36 - $116.8 $66,752 - $81,760
700 Added 25.43%
3,453 $390,000
Q3 2018

Nov 07, 2018

BUY
$110.03 - $118.53 $302,912 - $326,313
2,753 New
2,753 $319,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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