Paradigm, Strategies In Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History

Paradigm, Strategies In Wealth Management, LLC

  • $144 Million
  • Q4 2024

A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 1,680 shares of IVE stock, worth $308,162. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,680
Previous 1,730 2.89%
Holding current value
$308,162
Previous $341,000 6.16%
% of portfolio
0.22%
Previous 0.22%

Shares

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

Jan 14, 2025
SELL
$189.5 - $206.17 $9,475 - $10,308
-50 Reduced 2.89%
1,680 $320,000
Q4 2023

Jan 26, 2024
SELL
$147.64 - $174.21 $37,205 - $43,900
-252 Reduced 12.71%
1,730 $300,000
Q4 2021

Feb 08, 2022
SELL
$145.8 - $156.8 $51,030 - $54,880
-350 Reduced 15.01%
1,982 $310,000
Q2 2021

Jul 30, 2021
BUY
$142.18 - $151.25 $49,763 - $52,937
350 Added 17.66%
2,332 $344,000
Q1 2021

Apr 29, 2021
BUY
$125.98 - $142.4 $249,692 - $282,236
1,982 New
1,982 $280,000

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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