Maxwell Wealth Strategies Inc. Ishares S&P 500 Value ETF Transaction History

Maxwell Wealth Strategies Inc.

$235 Billion
Q3 2024

A detailed history of Maxwell Wealth Strategies Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 17,308 shares of IVE stock, worth $3.48 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

17,308

Previous 16,916 2.32%

Holding current value

$3.48 Million

Previous $3.08 Billion 10.38%

% of portfolio

1.44%

Previous 1.51%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$181.06 - $197.17 $70,975 - $77,290	392 Added 2.32%	17,308 $3.4 Billion
Q2 2024 Aug 12, 2024	BUY	$176.58 - $186.7 $93,940 - $99,324	532 Added 3.25%	16,916 $3.08 Billion
Q1 2024 May 31, 2024	BUY	$171.09 - $186.81 $2.8 Million - $3.06 Million	16,384 New	16,384 $2.97 Billion

Others Institutions Holding IVE

# of Institutions

1,520

Shares Held

140M

Call Options Held

105K

Put Options Held

13.5K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Maxwell Wealth Strategies Inc. Ishares S&P 500 Value ETF Transaction History