Iams Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History

Iams Wealth Management, LLC

  • $164 Billion
  • Q1 2024

A detailed history of Iams Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Iams Wealth Management, LLC holds 6,786 shares of IVE stock, worth $1.23 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
6,786
Previous 6,894 1.57%
Holding current value
$1.23 Million
Previous $1.2 Billion 1.5%
% of portfolio
0.74%
Previous 0.78%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
SELL
$171.09 - $186.81 $18,477 - $20,175
-108 Reduced 1.57%
6,786 $1.22 Billion
Q4 2023

Feb 07, 2024
BUY
$147.64 - $174.21 $125,936 - $148,601
853 Added 14.12%
6,894 $1.2 Billion
Q3 2023

Nov 14, 2023
BUY
$153.33 - $166.75 $926,266 - $1.01 Million
6,041 New
6,041 $929 Million
Q1 2023

Oct 30, 2023
BUY
$144.21 - $159.47 $123,876 - $136,984
859 Added 25.54%
4,222 $632 Million
Q4 2022

Oct 27, 2023
BUY
$140.72 - $151.79 $473,241 - $510,469
3,363 New
3,363 $488 Million

Others Institutions Holding IVE

# of Institutions
1,423
Shares Held
138M
Call Options Held
124K
Put Options Held
11.6K
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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