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

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 8,003 shares of IVE stock, worth $1.63 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,003
Previous 8,048 0.56%
Holding current value
$1.63 Million
Previous $1.46 Billion 7.72%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Nov 05, 2024
SELL
$181.06 - $197.17 $8,147 - $8,872
-45 Reduced 0.56%
8,003 $1.58 Billion
Q2 2024

Aug 07, 2024
SELL
$176.58 - $186.7 $196,180 - $207,423
-1,111 Reduced 12.13%
8,048 $1.46 Billion
Q1 2024

May 13, 2024
SELL
$171.09 - $186.81 $48.9 Million - $53.4 Million
-285,761 Reduced 96.89%
9,159 $1.69 Billion
Q4 2023

Feb 14, 2024
BUY
$147.64 - $174.21 $43.5 Million - $51.4 Million
294,920 New
294,920 $51.3 Billion

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
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email