Oak Harbor Wealth Partners, LLC Ishares S&P 500 Value ETF Transaction History

Oak Harbor Wealth Partners, LLC

  • $349 Million
  • Q3 2024

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 271 shares of IVE stock, worth $51,763. This represents 0.02% of its overall portfolio holdings.

Number of Shares
271
Previous 271 -0.0%
Holding current value
$51,763
Previous $49,000 8.16%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 25, 2022
SELL
$133.27 - $158.52 $1,066 - $1,268
-8 Reduced 2.87%
271 $37,000
Q1 2022

May 11, 2022
BUY
$147.46 - $159.06 $1,179 - $1,272
8 Added 2.95%
279 $43,000
Q4 2021

Feb 17, 2022
BUY
$145.8 - $156.8 $39,511 - $42,492
271 New
271 $42,000

Others Institutions Holding IVE

# of Institutions
1,536
Shares Held
140M
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
Track This Portfolio

Track Oak Harbor Wealth Partners, LLC Portfolio

Follow Oak Harbor Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Harbor Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harbor Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email