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 $3.4 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
17,308
Previous 16,916 2.32%
Holding current value
$3.4 Million
Previous $3.08 Billion 10.38%
% of portfolio
1.44%
Previous 1.51%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,575
Shares Held
139M
Call Options Held
91.7K
Put Options Held
29.4K
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 Maxwell Wealth Strategies Inc. Portfolio

Follow Maxwell Wealth Strategies Inc. 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 Maxwell Wealth Strategies Inc., based on Form 13F filings with the SEC.

News

Stay updated on Maxwell Wealth Strategies Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email