Merkkuri Wealth Advisors LLC Ishares S&P 500 Value ETF Transaction History

Merkkuri Wealth Advisors LLC

  • $127 Billion
  • Q3 2024

A detailed history of Merkkuri Wealth Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 4,109 shares of IVE stock, worth $796,159. This represents 0.64% of its overall portfolio holdings.

Number of Shares
4,109
Previous 3,070 33.84%
Holding current value
$796,159
Previous $559 Million 44.96%
% of portfolio
0.64%
Previous 0.51%

Shares

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

Oct 23, 2024
BUY
$181.06 - $197.17 $188,121 - $204,859
1,039 Added 33.84%
4,109 $810 Million
Q2 2024

Oct 23, 2024
BUY
$176.58 - $186.7 $542,100 - $573,169
3,070 New
3,070 $559 Million

Others Institutions Holding IVE

# of Institutions
1,532
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
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