A detailed history of Resolute Wealth Strategies, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Resolute Wealth Strategies, LLC holds 24,355 shares of IVE stock, worth $4.67 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares
24,355
Previous 24,772 1.68%
Holding current value
$4.67 Million
Previous $4.51 Billion 6.51%
% of portfolio
2.49%
Previous 2.6%

Shares

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

Nov 12, 2024

SELL
$181.06 - $197.17 $75,502 - $82,219
-417 Reduced 1.68%
24,355 $4.8 Billion
Q2 2024

Aug 13, 2024

SELL
$176.58 - $186.7 $19,247 - $20,350
-109 Reduced 0.44%
24,772 $4.51 Billion
Q1 2024

May 14, 2024

SELL
$171.09 - $186.81 $2.67 Million - $2.91 Million
-15,604 Reduced 38.54%
24,881 $4.65 Billion
Q4 2023

Feb 06, 2024

BUY
$147.64 - $174.21 $148,378 - $175,081
1,005 Added 2.55%
40,485 $7.04 Billion
Q3 2023

Nov 13, 2023

SELL
$153.33 - $166.75 $77,278 - $84,042
-504 Reduced 1.26%
39,480 $6.07 Billion
Q2 2023

Aug 08, 2023

BUY
$149.72 - $161.19 $17,517 - $18,859
117 Added 0.29%
39,984 $6.44 Billion
Q1 2023

May 04, 2023

BUY
$144.21 - $159.47 $5.75 Million - $6.36 Million
39,867 New
39,867 $6.05 Billion

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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