A detailed history of Ma Private Wealth transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Ma Private Wealth holds 11,840 shares of IVE stock, worth $2.27 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
11,840
Previous 11,217 5.55%
Holding current value
$2.27 Million
Previous $2.04 Million 14.36%
% of portfolio
0.44%
Previous 0.4%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$181.06 - $197.17 $112,800 - $122,836
623 Added 5.55%
11,840 $2.33 Million
Q2 2024

Aug 05, 2024

BUY
$176.58 - $186.7 $1.98 Million - $2.09 Million
11,217 New
11,217 $2.04 Million

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Ma Private Wealth Portfolio

Follow Ma Private Wealth 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 Ma Private Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Ma Private Wealth with notifications on news.