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 $4.91 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
24,615
Previous 23,499 4.75%
Holding current value
$4.91 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
1,525
Shares Held
139M
Call Options Held
85.5K
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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