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

Great Point Wealth Advisors, LLC

  • $455 Million
  • Q1 2025

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 11,996 shares of IVE stock, worth $2.38 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
11,996
Previous 11,996 -0.0%
Holding current value
$2.38 Million
Previous $2.29 Million 0.13%
% of portfolio
0.5%
Previous 0.51%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$189.5 - $206.17 $30,130 - $32,781
159 Added 1.34%
11,996 $2.29 Million
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
1,708
Shares Held
163M
Call Options Held
128K
Put Options Held
51.5K
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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