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

Quotient Wealth Partners, LLC

  • $3.04 Trillion
  • Q3 2024

A detailed history of Quotient Wealth Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 24,615 shares of IVE stock, worth $4.79 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
24,615
Previous 23,499 4.75%
Holding current value
$4.79 Million
Previous $4.28 Billion 13.48%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Oct 09, 2024
BUY
$181.06 - $197.17 $202,062 - $220,041
1,116 Added 4.75%
24,615 $4.85 Billion
Q2 2024

Jul 24, 2024
SELL
$176.58 - $186.7 $376,115 - $397,671
-2,130 Reduced 8.31%
23,499 $4.28 Billion
Q1 2024

May 14, 2024
SELL
$171.09 - $186.81 $287,260 - $313,653
-1,679 Reduced 6.15%
25,629 $4.79 Billion
Q4 2023

Feb 07, 2024
BUY
$147.64 - $174.21 $4.03 Million - $4.76 Million
27,308 New
27,308 $4.75 Billion

Others Institutions Holding IVE

# of Institutions
1,532
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 Quotient Wealth Partners, LLC Portfolio

Follow Quotient 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 Quotient Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quotient Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email