A detailed history of Gps Wealth Strategies Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 737 shares of IVE stock, worth $151,947. This represents 0.02% of its overall portfolio holdings.

Number of Shares
737
Previous 727 1.38%
Holding current value
$151,947
Previous $132,000 9.85%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 29, 2024

BUY
$181.06 - $197.17 $1,810 - $1,971
10 Added 1.38%
737 $145,000
Q2 2024

Jul 16, 2024

BUY
$176.58 - $186.7 $46,440 - $49,102
263 Added 56.68%
727 $132,000
Q4 2023

Jan 12, 2024

BUY
$147.64 - $174.21 $3,690 - $4,355
25 Added 5.69%
464 $80,000
Q2 2023

Jul 17, 2023

BUY
$149.72 - $161.19 $10,330 - $11,122
69 Added 18.65%
439 $70,000
Q1 2023

Apr 17, 2023

BUY
$144.21 - $159.47 $53,357 - $59,003
370 New
370 $56,000
Q3 2022

Oct 17, 2022

BUY
$128.52 - $150.96 $10,667 - $12,529
83 Added 143.1%
141 $18,000
Q1 2021

Apr 15, 2021

BUY
$125.98 - $142.4 $7,306 - $8,259
58 New
58 $8,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Gps Wealth Strategies Group, LLC Portfolio

Follow Gps Wealth Strategies Group, 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 Gps Wealth Strategies Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gps Wealth Strategies Group, LLC with notifications on news.