Fullcircle Wealth LLC Ishares S&P 500 Value ETF Transaction History

Fullcircle Wealth LLC

  • $244 Billion
  • Q4 2024

A detailed history of Fullcircle Wealth LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Fullcircle Wealth LLC holds 8,736 shares of IVE stock, worth $1.64 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
8,736
Previous 7,765 12.5%
Holding current value
$1.64 Million
Previous $1.53 Billion 12.35%
% of portfolio
0.7%
Previous 0.69%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$189.5 - $206.17 $184,004 - $200,191
971 Added 12.5%
8,736 $1.72 Billion
Q3 2024

Oct 29, 2024
BUY
$181.06 - $197.17 $45,265 - $49,292
250 Added 3.33%
7,765 $1.53 Billion
Q2 2024

Jul 25, 2024
BUY
$176.58 - $186.7 $1.33 Million - $1.4 Million
7,515 New
7,515 $1.4 Billion

Others Institutions Holding IVE

# of Institutions
1,671
Shares Held
146M
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
Track This Portfolio

Track Fullcircle Wealth LLC Portfolio

Follow Fullcircle Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fullcircle Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fullcircle Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email