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

Domani Wealth, LLC

$431 Million
Q1 2023

A detailed history of Domani Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Domani Wealth, LLC holds 8,521 shares of IVE stock, worth $1.56 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

8,521

Previous 8,521 -0.0%

Holding current value

$1.56 Million

Previous $1.24 Million 4.61%

% of portfolio

0.3%

Previous 0.31%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 20, 2021	SELL	$143.75 - $152.0 $7,043 - $7,448	-49 Reduced 0.57%	8,521 $1.24 Million
Q4 2020 Jan 21, 2021	BUY	$109.93 - $128.18 $57,053 - $66,525	519 Added 6.45%	8,570 $1.1 Million
Q3 2020 Oct 13, 2020	BUY	$106.77 - $118.22 $58,616 - $64,902	549 Added 7.32%	8,051 $905,000
Q2 2020 Jul 24, 2020	SELL	$91.94 - $119.67 $110,511 - $143,843	-1,202 Reduced 13.81%	7,502 $812,000
Q1 2020 Apr 10, 2020	BUY	$82.97 - $131.79 $722,170 - $1.15 Million	8,704 New	8,704 $838,000

Others Institutions Holding IVE

# of Institutions

1,421

Shares Held

138M

Call Options Held

124K

Put Options Held

11.6K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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