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

Merkkuri Wealth Advisors LLC

  • $126 Billion
  • Q4 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 4,833 shares of IVE stock, worth $937,746. This represents 0.73% of its overall portfolio holdings.

Number of Shares
4,833
Previous 4,109 17.62%
Holding current value
$937,746
Previous $810 Million 13.85%
% of portfolio
0.73%
Previous 0.64%

Shares

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

Jan 21, 2025
BUY
$189.5 - $206.17 $137,198 - $149,267
724 Added 17.62%
4,833 $922 Million
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
1,670
Shares Held
146M
Call Options Held
107K
Put Options Held
60.7K
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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