Stone Point Wealth LLC Ishares S&P 500 Value ETF Transaction History

Stone Point Wealth LLC

  • $305 Million
  • Q3 2024

A detailed history of Stone Point Wealth LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 2,560 shares of IVE stock, worth $527,795. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,560
Previous 2,561 0.04%
Holding current value
$527,795
Previous $466,000 8.15%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Oct 31, 2024
SELL
$181.06 - $197.17 $181 - $197
-1 Reduced 0.04%
2,560 $504,000
Q4 2023

Jan 26, 2024
BUY
$147.64 - $174.21 $7,381 - $8,710
50 Added 1.99%
2,561 $445,000
Q1 2022

Apr 29, 2022
BUY
$147.46 - $159.06 $370,272 - $399,399
2,511 New
2,511 $393,000

Others Institutions Holding IVE

# of Institutions
1,529
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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