Shared Vision Wealth Group LLC Ishares S&P 500 Value ETF Transaction History

Shared Vision Wealth Group LLC

  • $187 Billion
  • Q3 2024

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 16,167 shares of IVE stock, worth $3.1 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares
16,167
Previous 16,035 0.82%
Holding current value
$3.1 Million
Previous $2.92 Billion 9.22%
% of portfolio
1.7%
Previous 1.7%

Shares

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

Nov 12, 2024
BUY
$181.06 - $197.17 $23,899 - $26,026
132 Added 0.82%
16,167 $3.19 Billion
Q2 2024

Jul 23, 2024
BUY
$176.58 - $186.7 $253,568 - $268,101
1,436 Added 9.84%
16,035 $2.92 Billion
Q1 2024

May 06, 2024
BUY
$171.09 - $186.81 $2.5 Million - $2.73 Million
14,599 New
14,599 $2.73 Billion

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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