Ritholtz Wealth Management Ishares S&P 500 Value ETF Transaction History

Ritholtz Wealth Management

  • $3.37 Billion
  • Q4 2024

A detailed history of Ritholtz Wealth Management transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Ritholtz Wealth Management holds 2,951 shares of IVE stock, worth $565,470. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,951
Previous 3,116 5.3%
Holding current value
$565,470
Previous $614,000 8.31%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$189.5 - $206.17 $31,267 - $34,018
-165 Reduced 5.3%
2,951 $563,000
Q3 2024

Oct 10, 2024
SELL
$181.06 - $197.17 $9,777 - $10,647
-54 Reduced 1.7%
3,116 $614,000
Q2 2024

Jul 31, 2024
BUY
$176.58 - $186.7 $53,327 - $56,383
302 Added 10.53%
3,170 $576,000
Q1 2024

Apr 24, 2024
SELL
$171.09 - $186.81 $25,663 - $28,021
-150 Reduced 4.97%
2,868 $535,000
Q4 2023

Jan 18, 2024
BUY
$147.64 - $174.21 $445,577 - $525,765
3,018 New
3,018 $524,000

Others Institutions Holding IVE

# of Institutions
1,675
Shares Held
146M
Call Options Held
107K
Put Options Held
60.7K
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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