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

Gilliland Jeter Wealth Management LLC

  • $287 Billion
  • Q3 2024

A detailed history of Gilliland Jeter Wealth Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Gilliland Jeter Wealth Management LLC holds 872 shares of IVE stock, worth $167,171. This represents 0.06% of its overall portfolio holdings.

Number of Shares
872
Previous 900 3.11%
Holding current value
$167,171
Previous $164 Million 0.56%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 18, 2024
BUY
$181.06 - $197.17 $41,643 - $45,349
230 Added 26.38%
1,102 $217 Million
Q3 2024

Oct 17, 2024
SELL
$181.06 - $197.17 $5,069 - $5,520
-28 Reduced 3.11%
872 $163 Million
Q2 2024

Jul 24, 2024
BUY
$176.58 - $186.7 $4,944 - $5,227
28 Added 3.21%
900 $164 Million
Q1 2024

May 02, 2024
BUY
$171.09 - $186.81 $149,190 - $162,898
872 New
872 $163 Million

Others Institutions Holding IVE

# of Institutions
1,532
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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