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

Modern Wealth Management, LLC

$1.11 Trillion
Q1 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 9,159 shares of IVE stock, worth $1.69 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

9,159

Previous 294,920 96.89%

Holding current value

$1.69 Million

Previous $51.3 Billion 96.71%

% of portfolio

0.15%

Previous 6.86%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

1,419

Shares Held

138M

Call Options Held

124K

Put Options Held

11.6K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

Track This Portfolio

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.

Account

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