Mine & Arao Wealth Creation & Management, Llc. Ishares S&P 500 Value ETF Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$215 Million
Q3 2024

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$171.09 - $186.81 $171 - $186	1 Added 0.1%	996 $186,000
Q4 2023 Feb 05, 2024	BUY	$147.64 - $174.21 $442 - $522	3 Added 0.3%	995 $173,000
Q2 2023 Aug 07, 2023	BUY	$149.72 - $161.19 $149 - $161	1 Added 0.1%	992 $159,000
Q1 2023 May 09, 2023	BUY	$144.21 - $159.47 $288 - $318	2 Added 0.2%	991 $150,000
Q4 2022 Feb 03, 2023	BUY	$129.68 - $151.79 $518 - $607	4 Added 0.41%	989 $143,000
Q2 2022 Aug 16, 2022	BUY	$133.27 - $158.52 $133 - $158	1 Added 0.1%	985 $135,000
Q1 2022 May 13, 2022	BUY	$147.46 - $159.06 $294 - $318	2 Added 0.2%	984 $153,000
Q4 2021 Feb 07, 2022	BUY	$145.8 - $156.8 $47,530 - $51,116	326 Added 49.7%	982 $154,000
Q3 2021 Nov 12, 2021	SELL	$143.75 - $152.0 $15,668 - $16,568	-109 Reduced 14.25%	656 $95,000
Q2 2021 Aug 09, 2021	BUY	$142.18 - $151.25 $853 - $907	6 Added 0.79%	765 $113,000
Q4 2020 Feb 08, 2021	BUY	$109.93 - $128.18 $549 - $640	5 Added 0.66%	759 $97,000
Q3 2020 Nov 13, 2020	BUY	$106.77 - $118.22 $533 - $591	5 Added 0.67%	754 $85,000
Q2 2020 Aug 04, 2020	BUY	$91.94 - $119.67 $1,011 - $1,316	11 Added 1.49%	749 $81,000
Q1 2020 May 13, 2020	BUY	$82.97 - $131.79 $8,297 - $13,179	100 Added 15.67%	738 $71,000
Q4 2019 Feb 12, 2020	BUY	$115.41 - $130.26 $73,631 - $83,105	638 New	638 $83,000

Others Institutions Holding IVE

# of Institutions

1,529

Shares Held

139M

Call Options Held

91.7K

Put Options Held

29.4K

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About ISHARES S&P 500 VALUE ETF

Ticker IVE
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