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

Independent Wealth Network Inc.

  • $237 Million
  • Q1 2025

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 2,612 shares of IVE stock, worth $497,847. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,612
Previous 2,657 1.69%
Holding current value
$497,847
Previous $507,000 1.97%
% of portfolio
0.21%
Previous 0.22%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$185.78 - $198.58 $8,360 - $8,936
-45 Reduced 1.69%
2,612 $497,000
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
1,696
Shares Held
160M
Call Options Held
124K
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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