A detailed history of Omni 360 Wealth, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 3,782 shares of IVE stock, worth $769,977. This represents 0.49% of its overall portfolio holdings.

Number of Shares
3,782
Previous 3,414 10.78%
Holding current value
$769,977
Previous $621 Million 20.01%
% of portfolio
0.49%
Previous 0.46%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$181.06 - $197.17 $66,630 - $72,558
368 Added 10.78%
3,782 $746 Million
Q2 2024

Jul 19, 2024

BUY
$176.58 - $186.7 $160,864 - $170,083
911 Added 36.4%
3,414 $621 Million
Q1 2024

Apr 19, 2024

BUY
$171.09 - $186.81 $428,238 - $467,585
2,503 New
2,503 $468 Million

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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