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 $1.66 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
8,736
Previous 7,765 12.5%
Holding current value
$1.66 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
1,674
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
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