A detailed history of Maia Wealth LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Maia Wealth LLC holds 26,640 shares of IVE stock, worth $5.25 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
26,640
Previous 24,473 8.85%
Holding current value
$5.25 Million
Previous $4.84 Billion 9.04%
% of portfolio
1.14%
Previous 1.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025

BUY
$189.5 - $206.17 $410,646 - $446,770
2,167 Added 8.85%
26,640 $5.28 Billion
Q3 2024

Oct 30, 2024

BUY
$181.06 - $197.17 $615,241 - $669,983
3,398 Added 16.12%
24,473 $4.84 Billion
Q2 2024

Jul 16, 2024

BUY
$176.58 - $186.7 $3.72 Million - $3.93 Million
21,075 New
21,075 $3.93 Billion

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


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

Track Maia Wealth LLC Portfolio

Follow Maia Wealth LLC 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 Maia Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Maia Wealth LLC with notifications on news.