Daymark Wealth Partners, LLC Ishares S&P 500 Value ETF Transaction History

Daymark Wealth Partners, LLC

  • $2.43 Billion
  • Q1 2024

A detailed history of Daymark Wealth Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 1,858 shares of IVE stock, worth $338,174. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,858
Previous 1,958 5.11%
Holding current value
$338,174
Previous $340,000 2.06%
% of portfolio
0.01%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024
SELL
$171.09 - $186.81 $17,109 - $18,681
-100 Reduced 5.11%
1,858 $347,000
Q4 2023

Jan 09, 2024
SELL
$147.64 - $174.21 $14,468 - $17,072
-98 Reduced 4.77%
1,958 $340,000
Q3 2023

Oct 10, 2023
SELL
$153.33 - $166.75 $93,071 - $101,217
-607 Reduced 22.79%
2,056 $316,000
Q2 2023

Jul 19, 2023
SELL
$149.72 - $161.19 $104,804 - $112,833
-700 Reduced 20.81%
2,663 $429,000
Q1 2023

Apr 20, 2023
BUY
$144.21 - $159.47 $259,578 - $287,046
1,800 Added 115.16%
3,363 $510,000
Q4 2022

Jan 25, 2023
BUY
$140.72 - $151.79 $219,945 - $237,247
1,563 New
1,563 $0

Others Institutions Holding IVE

# of Institutions
1,420
Shares Held
138M
Call Options Held
124K
Put Options Held
11.6K
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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