Long View Wealth Management Ishares S&P 500 Value ETF Transaction History

Long View Wealth Management

  • $271 Billion
  • Q2 2024

A detailed history of Long View Wealth Management transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Long View Wealth Management holds 2,201 shares of IVE stock, worth $427,566. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,201
Previous 2,210 0.41%
Holding current value
$427,566
Previous $413 Million 2.99%
% of portfolio
0.15%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
SELL
$176.58 - $186.7 $1,589 - $1,680
-9 Reduced 0.41%
2,201 $401 Million
Q1 2024

Apr 16, 2024
BUY
$171.09 - $186.81 $20,530 - $22,417
120 Added 5.74%
2,210 $413 Million
Q4 2023

Jan 10, 2024
BUY
$147.64 - $174.21 $308,567 - $364,098
2,090 New
2,090 $364 Million

Others Institutions Holding IVE

# of Institutions
1,445
Shares Held
140M
Call Options Held
110K
Put Options Held
9.3K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Long View Wealth Management Portfolio

Follow Long View Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Long View Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Long View Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email