Gds Wealth Management Ishares S&P 500 Value ETF Transaction History

Gds Wealth Management

$1.16 Billion
Q1 2025

A detailed history of Gds Wealth Management transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Gds Wealth Management holds 2,342 shares of IVE stock, worth $442,614. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,342

Previous 2,060 13.69%

Holding current value

$442,614

Previous $393,000 13.49%

% of portfolio

0.04%

Previous 0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$185.78 - $198.58 $52,389 - $55,999	282 Added 13.69%	2,342 $446,000
Q4 2024 Jan 24, 2025	BUY	$189.5 - $206.17 $55,902 - $60,820	295 Added 16.71%	2,060 $393,000
Q3 2024 Nov 04, 2024	BUY	$181.06 - $197.17 $10,139 - $11,041	56 Added 3.28%	1,765 $348,000
Q2 2024 Aug 09, 2024	SELL	$176.58 - $186.7 $9,711 - $10,268	-55 Reduced 3.12%	1,709 $311,000
Q1 2024 Apr 24, 2024	SELL	$171.09 - $186.81 $26,518 - $28,955	-155 Reduced 8.08%	1,764 $329,000
Q4 2023 Feb 06, 2024	SELL	$147.64 - $174.21 $14,616 - $17,246	-99 Reduced 4.91%	1,919 $333,000
Q3 2023 Oct 19, 2023	SELL	$153.33 - $166.75 $6,899 - $7,503	-45 Reduced 2.18%	2,018 $310,000
Q2 2023 Jul 27, 2023	SELL	$149.72 - $161.19 $15,271 - $16,441	-102 Reduced 4.71%	2,063 $332,000
Q1 2023 May 10, 2023	BUY	$144.21 - $159.47 $7,787 - $8,611	54 Added 2.56%	2,165 $328,000
Q4 2022 Jan 26, 2023	SELL	$129.68 - $151.79 $5,446 - $6,375	-42 Reduced 1.95%	2,111 $0
Q3 2022 Oct 20, 2022	BUY	$128.52 - $150.96 $7,582 - $8,906	59 Added 2.82%	2,153 $277,000
Q2 2022 Aug 05, 2022	SELL	$133.27 - $158.52 $148,462 - $176,591	-1,114 Reduced 34.73%	2,094 $288,000
Q1 2022 Aug 05, 2022	BUY	$147.46 - $159.06 $194,204 - $209,482	1,317 Added 69.65%	3,208 $499,000
Q4 2021 Aug 05, 2022	BUY	$145.8 - $156.8 $275,707 - $296,508	1,891 New	1,891 $296,000

Others Institutions Holding IVE

# of Institutions

1,696

Shares Held

160M

Call Options Held

124K

Put Options Held

51.5K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Gds Wealth Management Ishares S&P 500 Value ETF Transaction History