Independent Wealth Network Inc. Ishares S&P 500 Value ETF Transaction History

Independent Wealth Network Inc.

$234 Million
Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 2,657 shares of IVE stock, worth $521,223. This represents 0.22% of its overall portfolio holdings.

Number of Shares

2,657

Previous 3,081 13.76%

Holding current value

$521,223

Previous $607,000 16.47%

% of portfolio

0.22%

Previous 0.28%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$189.5 - $206.17 $80,348 - $87,416	-424 Reduced 13.76%	2,657 $507,000
Q3 2024 Oct 15, 2024	SELL	$181.06 - $197.17 $27,159 - $29,575	-150 Reduced 4.64%	3,081 $607,000
Q2 2024 Jul 18, 2024	BUY	$176.58 - $186.7 $5,297 - $5,601	30 Added 0.94%	3,231 $588,000
Q1 2024 May 20, 2024	BUY	$171.09 - $186.81 $547,659 - $597,978	3,201 New	3,201 $597,000
Q4 2023 Jan 12, 2024	SELL	$147.64 - $174.21 $4,429 - $5,226	-30 Reduced 0.93%	3,202 $556,000
Q3 2023 Oct 11, 2023	BUY	$153.33 - $166.75 $153 - $166	1 Added 0.03%	3,232 $497,000
Q2 2023 Jul 12, 2023	BUY	$149.72 - $161.19 $483,745 - $520,804	3,231 New	3,231 $520,000
Q2 2022 Jul 26, 2022	SELL	$133.27 - $158.52 $263,608 - $313,552	-1,978 Reduced 24.63%	6,054 $832,000
Q1 2022 Apr 20, 2022	BUY	$147.46 - $159.06 $691,734 - $746,150	4,691 Added 140.41%	8,032 $1.25 Million
Q4 2021 Feb 10, 2022	BUY	$145.8 - $156.8 $2,187 - $2,352	15 Added 0.45%	3,341 $523,000
Q3 2021 Nov 04, 2021	BUY	$143.75 - $152.0 $478,112 - $505,552	3,326 New	3,326 $512,000

Others Institutions Holding IVE

# of Institutions

1,576

Shares Held

140M

Call Options Held

83.1K

Put Options Held

27.9K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Independent Wealth Network Inc. Ishares S&P 500 Value ETF Transaction History