A detailed history of Gray Private Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Gray Private Wealth, LLC holds 19,865 shares of IVE stock, worth $3.9 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares
19,865
Previous 20,611 3.62%
Holding current value
$3.9 Million
Previous $3.75 Billion 4.41%
% of portfolio
2.34%
Previous 2.4%

Shares

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

Oct 17, 2024

SELL
$181.06 - $197.17 $135,070 - $147,088
-746 Reduced 3.62%
19,865 $3.92 Billion
Q2 2024

Jul 23, 2024

SELL
$176.58 - $186.7 $246,858 - $261,006
-1,398 Reduced 6.35%
20,611 $3.75 Billion
Q1 2024

Apr 22, 2024

BUY
$171.09 - $186.81 $3.77 Million - $4.11 Million
22,009 New
22,009 $4.11 Billion

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


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

Track Gray Private Wealth, LLC Portfolio

Follow Gray Private 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 Gray Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gray Private Wealth, LLC with notifications on news.