Mosley Wealth Management Ishares S&P 500 Value ETF Transaction History

Mosley Wealth Management

$147 Billion
Q3 2024

A detailed history of Mosley Wealth Management transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Mosley Wealth Management holds 17,757 shares of IVE stock, worth $3.62 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares

17,757

Previous 16,068 10.51%

Holding current value

$3.62 Million

Previous $2.92 Billion 20.82%

% of portfolio

2.41%

Previous 2.49%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$181.06 - $197.17 $305,810 - $333,020	1,689 Added 10.51%	17,757 $3.53 Billion
Q2 2024 Aug 06, 2024	BUY	$176.58 - $186.7 $332,323 - $351,369	1,882 Added 13.27%	16,068 $2.92 Billion
Q1 2024 Apr 15, 2024	BUY	$171.09 - $186.81 $1.06 Million - $1.16 Million	6,204 Added 77.72%	14,186 $2.65 Billion
Q4 2023 Feb 14, 2024	BUY	$147.64 - $174.21 $1.18 Million - $1.39 Million	7,982 New	7,982 $1.39 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

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Mosley Wealth Management Ishares S&P 500 Value ETF Transaction History