Discipline Wealth Solutions, LLC Ishares S&P 500 Value ETF Transaction History

Discipline Wealth Solutions, LLC

  • $198 Million
  • Q1 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 3,504 shares of IVE stock, worth $637,167. This represents 0.34% of its overall portfolio holdings.

Number of Shares
3,504
Previous 4,182 16.21%
Holding current value
$637,167
Previous $798,000 16.42%
% of portfolio
0.34%
Previous 0.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$185.78 - $198.58 $125,958 - $134,637
-678 Reduced 16.21%
3,504 $667,000
Q4 2024

Feb 26, 2025
SELL
$189.5 - $206.17 $66,514 - $72,365
-351 Reduced 7.74%
4,182 $798,000
Q3 2024

Nov 19, 2024
BUY
$181.06 - $197.17 $396,883 - $432,196
2,192 Added 93.64%
4,533 $893,000
Q2 2024

Aug 07, 2024
BUY
$176.58 - $186.7 $413,373 - $437,064
2,341 New
2,341 $426,000

Others Institutions Holding IVE

# of Institutions
1,684
Shares Held
148M
Call Options Held
107K
Put Options Held
60.7K
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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