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

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 4,932 shares of IVE stock, worth $960,605. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,932

Previous 3,923 25.72%

Holding current value

$960,605

Previous $714,000 36.13%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$181.06 - $197.17 $182,689 - $198,944	1,009 Added 25.72%	4,932 $972,000
Q2 2024 Aug 14, 2024	BUY	$176.58 - $186.7 $124,312 - $131,436	704 Added 21.87%	3,923 $714,000
Q1 2024 May 09, 2024	BUY	$171.09 - $186.81 $134,476 - $146,832	786 Added 32.31%	3,219 $601,000
Q4 2023 Feb 08, 2024	SELL	$147.64 - $174.21 $180,416 - $212,884	-1,222 Reduced 33.43%	2,433 $423,000
Q3 2023 Nov 07, 2023	BUY	$153.33 - $166.75 $560,421 - $609,471	3,655 New	3,655 $562,000
Q3 2022 Nov 14, 2022	SELL	$128.52 - $150.96 $38,941 - $45,740	-303 Reduced 15.57%	1,643 $211,000
Q2 2022 Aug 16, 2022	BUY	$133.27 - $158.52 $259,343 - $308,479	1,946 New	1,946 $268,000
Q1 2022 Feb 08, 2024	SELL	$147.46 - $159.06 $89,655 - $96,708	-608 Reduced 24.99%	1,825 $284,000

Others Institutions Holding IVE

# of Institutions

1,532

Shares Held

140M

Call Options Held

91.7K

Put Options Held

29.4K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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