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

Maxwell Wealth Strategies Inc.

  • $245 Billion
  • Q4 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 18,974 shares of IVE stock, worth $3.9 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
18,974
Previous 17,308 9.63%
Holding current value
$3.9 Million
Previous $3.4 Billion 6.57%
% of portfolio
1.48%
Previous 1.44%

Shares

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

Feb 13, 2025
BUY
$189.5 - $206.17 $315,707 - $343,479
1,666 Added 9.63%
18,974 $3.62 Billion
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
1,708
Shares Held
166M
Call Options Held
93.3K
Put Options Held
41K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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