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

Perfromance Wealth Partners, LLC

  • $2.89 Billion
  • Q3 2024

A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 1,935 shares of IVE stock, worth $376,879. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,935
Previous 1,935 -0.0%
Holding current value
$376,879
Previous $352,000 8.24%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 21, 2022
SELL
$147.46 - $159.06 $18,432 - $19,882
-125 Reduced 6.07%
1,935 $301,000
Q4 2021

Feb 03, 2022
BUY
$145.8 - $156.8 $300,348 - $323,008
2,060 New
2,060 $323,000

Others Institutions Holding IVE

# of Institutions
1,477
Shares Held
141M
Call Options Held
105K
Put Options Held
10.8K
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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