Evermay Wealth Management LLC Ishares S&P 500 Value ETF Transaction History

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024

A detailed history of Evermay Wealth Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 1,817 shares of IVE stock, worth $369,923. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,817
Previous 1,740 4.43%
Holding current value
$369,923
Previous $316,000 13.29%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 25, 2024
BUY
$181.06 - $197.17 $13,941 - $15,182
77 Added 4.43%
1,817 $358,000
Q1 2024

May 13, 2024
BUY
$171.09 - $186.81 $8,554 - $9,340
50 Added 2.96%
1,740 $325,000
Q4 2023

Feb 09, 2024
BUY
$147.64 - $174.21 $46,949 - $55,398
318 Added 23.18%
1,690 $293,000
Q1 2023

May 15, 2023
BUY
$144.21 - $159.47 $43,839 - $48,478
304 Added 28.46%
1,372 $208,000
Q3 2022

Nov 14, 2022
BUY
$128.52 - $150.96 $70,686 - $83,028
550 Added 106.18%
1,068 $137,000
Q2 2021

Aug 13, 2021
BUY
$142.18 - $151.25 $73,649 - $78,347
518 New
518 $76,000

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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