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

Mosley Wealth Management

$161 Billion
Q4 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 19,643 shares of IVE stock, worth $3.9 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares

19,643

Previous 17,757 10.62%

Holding current value

$3.9 Million

Previous $3.53 Billion 9.6%

% of portfolio

2.4%

Previous 2.41%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$189.5 - $206.17 $357,397 - $388,836	1,886 Added 10.62%	19,643 $3.87 Billion
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

1,707

Shares Held

163M

Call Options Held

128K

Put Options Held

51.5K

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