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

Family Wealth Group, LLC

  • $92.9 Million
  • Q3 2024

A detailed history of Family Wealth Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 1,813 shares of IVE stock, worth $369,108. This represents 0.38% of its overall portfolio holdings.

Number of Shares
1,813
Previous 1,808 0.28%
Holding current value
$369,108
Previous $329,000 8.51%
% of portfolio
0.38%
Previous 0.36%

Shares

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

Nov 14, 2024
BUY
$181.06 - $197.17 $905 - $985
5 Added 0.28%
1,813 $357,000
Q2 2024

Aug 14, 2024
SELL
$176.58 - $186.7 $8,829 - $9,335
-50 Reduced 2.69%
1,808 $329,000
Q1 2024

Aug 14, 2024
BUY
$171.09 - $186.81 $317,885 - $347,092
1,858 New
1,858 $347,000

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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