New Edge Wealth, LLC Ishares S&P 500 Value ETF Transaction History

New Edge Wealth, LLC

  • $5.59 Billion
  • Q4 2024

A detailed history of New Edge Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, New Edge Wealth, LLC holds 3,254 shares of IVE stock, worth $596,881. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,254
Previous 2,992 8.76%
Holding current value
$596,881
Previous $589,000 5.43%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$189.5 - $206.17 $49,649 - $54,016
262 Added 8.76%
3,254 $621,000
Q3 2024

Nov 12, 2024
SELL
$181.06 - $197.17 $41,100 - $44,757
-227 Reduced 7.05%
2,992 $589,000
Q2 2024

Aug 01, 2024
SELL
$176.58 - $186.7 $64,804 - $68,518
-367 Reduced 10.23%
3,219 $585,000
Q1 2024

May 06, 2024
BUY
$171.09 - $186.81 $74,937 - $81,822
438 Added 13.91%
3,586 $669,000
Q4 2023

Jan 29, 2024
BUY
$147.64 - $174.21 $464,770 - $548,413
3,148 New
3,148 $547,000

Others Institutions Holding IVE

# of Institutions
1,683
Shares Held
154M
Call Options Held
107K
Put Options Held
60.7K
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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