Shore Haven Wealth Partners, LLC Ishares S&P 500 Value ETF Transaction History

Shore Haven Wealth Partners, LLC

  • $203 Million
  • Q4 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 1,867 shares of IVE stock, worth $363,355. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,867
Previous 1,867 -0.0%
Holding current value
$363,355
Previous $368,000 3.26%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Oct 24, 2024
SELL
$181.06 - $197.17 $181 - $197
-1 Reduced 0.05%
1,867 $368,000
Q2 2024

Jul 24, 2024
SELL
$176.58 - $186.7 $2,295 - $2,427
-13 Reduced 0.69%
1,868 $339,000
Q2 2023

Jul 19, 2023
SELL
$149.72 - $161.19 $8,983 - $9,671
-60 Reduced 3.09%
1,881 $303,000
Q1 2023

Apr 14, 2023
SELL
$144.21 - $159.47 $97,918 - $108,280
-679 Reduced 25.92%
1,941 $294,000
Q4 2022

Jan 24, 2023
SELL
$129.68 - $151.79 $36,310 - $42,501
-280 Reduced 9.66%
2,620 $0
Q3 2022

Nov 09, 2022
SELL
$128.52 - $150.96 $424,244 - $498,318
-3,301 Reduced 53.23%
2,900 $372,000
Q2 2022

Aug 01, 2022
BUY
$133.27 - $158.52 $826,407 - $982,982
6,201 New
6,201 $852,000
Q2 2021

Aug 16, 2021
SELL
$142.18 - $151.25 $266,018 - $282,988
-1,871 Closed
0 $0
Q1 2021

May 13, 2021
SELL
$125.98 - $142.4 $108,720 - $122,891
-863 Reduced 31.57%
1,871 $264,000
Q4 2020

Feb 10, 2021
BUY
$109.93 - $128.18 $300,548 - $350,444
2,734 New
2,734 $350,000

Others Institutions Holding IVE

# of Institutions
1,598
Shares Held
141M
Call Options Held
83.1K
Put Options Held
27.9K
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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