Milestone Wealth, LLC Ishares S&P 500 Value ETF Transaction History

Milestone Wealth, LLC

  • $93.9 Million
  • Q3 2022

A detailed history of Milestone Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Milestone Wealth, LLC holds 1,935 shares of IVE stock, worth $398,938. This represents 0.28% of its overall portfolio holdings.

Number of Shares
1,935
Previous 1,935 -0.0%
Holding current value
$398,938
Previous $266,000 -0.0%
% of portfolio
0.28%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 12, 2022
SELL
$133.27 - $158.52 $43,979 - $52,311
-330 Reduced 14.57%
1,935 $266,000
Q4 2021

Feb 16, 2022
BUY
$145.8 - $156.8 $330,237 - $355,152
2,265 New
2,265 $355,000

Others Institutions Holding IVE

# of Institutions
1,529
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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