Journey Strategic Wealth LLC Ishares S&P 500 Value ETF Transaction History

Journey Strategic Wealth LLC

  • $2.25 Billion
  • Q1 2024

A detailed history of Journey Strategic Wealth LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 5,623 shares of IVE stock, worth $1.02 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,623
Previous 3,848 46.13%
Holding current value
$1.02 Million
Previous $669,000 56.95%
% of portfolio
0.05%
Previous 0.03%

Shares

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

May 13, 2024
BUY
$171.09 - $186.81 $303,684 - $331,587
1,775 Added 46.13%
5,623 $1.05 Million
Q4 2023

Feb 09, 2024
SELL
$147.64 - $174.21 $22,588 - $26,654
-153 Reduced 3.82%
3,848 $669,000
Q3 2023

Nov 08, 2023
BUY
$153.33 - $166.75 $613,473 - $667,166
4,001 New
4,001 $615,000
Q1 2022

May 16, 2022
SELL
$147.46 - $159.06 $193,614 - $208,845
-1,313 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$145.8 - $156.8 $191,435 - $205,878
1,313 New
1,313 $206,000

Others Institutions Holding IVE

# of Institutions
1,421
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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