Segment Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History

Segment Wealth Management, LLC

  • $1.41 Billion
  • Q3 2024

A detailed history of Segment Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Segment Wealth Management, LLC holds 1,334 shares of IVE stock, worth $258,782. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,334
Previous 1,334 -0.0%
Holding current value
$258,782
Previous $242,000 8.68%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
BUY
$176.58 - $186.7 $24,721 - $26,138
140 Added 11.73%
1,334 $242,000
Q1 2024

Apr 24, 2024
BUY
$171.09 - $186.81 $204,281 - $223,051
1,194 New
1,194 $223,000

Others Institutions Holding IVE

# of Institutions
1,532
Shares Held
139M
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
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