Pb Mares Wealth Management LLC Ishares S&P 500 Value ETF Transaction History

Pb Mares Wealth Management LLC

  • $474 Million
  • Q3 2024

A detailed history of Pb Mares Wealth Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 1,484 shares of IVE stock, worth $295,983. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,484
Previous 1,482 0.13%
Holding current value
$295,983
Previous $269,000 8.55%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Oct 25, 2024
BUY
$181.06 - $197.17 $362 - $394
2 Added 0.13%
1,484 $292,000
Q2 2024

Jul 22, 2024
BUY
$176.58 - $186.7 $529 - $560
3 Added 0.2%
1,482 $269,000
Q1 2024

Apr 29, 2024
BUY
$171.09 - $186.81 $342 - $373
2 Added 0.14%
1,479 $276,000
Q4 2023

Jan 26, 2024
SELL
$147.64 - $174.21 $14,173 - $16,724
-96 Reduced 6.1%
1,477 $256,000
Q3 2023

Oct 26, 2023
SELL
$153.33 - $166.75 $1,533 - $1,667
-10 Reduced 0.63%
1,573 $241,000
Q2 2023

Jul 24, 2023
BUY
$149.72 - $161.19 $299 - $322
2 Added 0.13%
1,583 $255,000
Q1 2023

Apr 27, 2023
SELL
$144.21 - $159.47 $1,009 - $1,116
-7 Reduced 0.44%
1,581 $239,000
Q4 2022

Jan 31, 2023
BUY
$129.68 - $151.79 $205,931 - $241,042
1,588 New
1,588 $230,000
Q1 2020

Apr 17, 2020
SELL
$82.97 - $131.79 $180,459 - $286,643
-2,175 Closed
0 $0
Q4 2019

Feb 04, 2020
BUY
$115.41 - $130.26 $251,016 - $283,315
2,175 New
2,175 $283,000

Others Institutions Holding IVE

# of Institutions
1,528
Shares Held
139M
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
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