Great Point Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Great Point Wealth Advisors, LLC

  • $430 Million
  • Q2 2024

A detailed history of Great Point Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 11,837 shares of IVE stock, worth $2.32 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
11,837
Previous 11,837 -0.0%
Holding current value
$2.32 Million
Previous $2.21 Million 2.58%
% of portfolio
0.5%
Previous 0.52%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

May 13, 2020
SELL
$82.97 - $131.79 $58,493 - $92,911
-705 Reduced 5.62%
11,837 $1.14 Million
Q4 2018

Feb 14, 2019
BUY
$95.36 - $116.8 $1.2 Million - $1.46 Million
12,542 New
12,542 $1.27 Million

Others Institutions Holding IVE

# of Institutions
1,448
Shares Held
140M
Call Options Held
110K
Put Options Held
9.3K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Great Point Wealth Advisors, LLC Portfolio

Follow Great Point Wealth Advisors, 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 Great Point Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Great Point Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email