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

Monograph Wealth Advisors, LLC

  • $727 Million
  • Q3 2024

A detailed history of Monograph Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 5,315 shares of IVE stock, worth $1.03 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,315
Previous 5,315 -0.0%
Holding current value
$1.03 Million
Previous $967,000 8.27%
% of portfolio
0.14%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
BUY
$147.64 - $174.21 $147 - $174
1 Added 0.02%
5,315 $924,000
Q2 2023

Aug 11, 2023
BUY
$149.72 - $161.19 $149 - $161
1 Added 0.02%
5,314 $856,000
Q4 2022

Feb 14, 2023
BUY
$129.68 - $151.79 $129 - $151
1 Added 0.02%
5,313 $770,000
Q2 2022

Aug 10, 2022
BUY
$133.27 - $158.52 $133 - $158
1 Added 0.02%
5,312 $730,000
Q4 2021

Feb 10, 2022
BUY
$145.8 - $156.8 $774,343 - $832,764
5,311 New
5,311 $832,000

Others Institutions Holding IVE

# of Institutions
1,532
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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