Evergreen Private Wealth LLC Ishares S&P 500 Value ETF Transaction History

Evergreen Private Wealth LLC

  • $216 Billion
  • Q3 2024

A detailed history of Evergreen Private Wealth LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 3,043 shares of IVE stock, worth $619,524. This represents 0.28% of its overall portfolio holdings.

Number of Shares
3,043
Previous 2,870 6.03%
Holding current value
$619,524
Previous $522 Million 14.86%
% of portfolio
0.28%
Previous 0.26%

Shares

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

Oct 31, 2024
BUY
$181.06 - $197.17 $31,323 - $34,110
173 Added 6.03%
3,043 $600 Million
Q2 2024

Aug 12, 2024
SELL
$176.58 - $186.7 $7,063 - $7,468
-40 Reduced 1.37%
2,870 $522 Million
Q1 2024

Apr 16, 2024
SELL
$171.09 - $186.81 $7,527 - $8,219
-44 Reduced 1.49%
2,910 $544 Million
Q4 2023

Feb 08, 2024
BUY
$147.64 - $174.21 $436,128 - $514,616
2,954 New
2,954 $514 Million

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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