Tci Wealth Advisors, Inc. Ishares S&P 500 Value ETF Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

A detailed history of Tci Wealth Advisors, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 1,050 shares of IVE stock, worth $204,508. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,050

Holding current value

$204,508

% of portfolio

0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$181.06 - $197.17 $190,113 - $207,028	1,050 New	1,050 $207,000
Q2 2022 Jul 19, 2022	SELL	$133.27 - $158.52 $4,397 - $5,231	-33 Reduced 12.74%	226 $31,000
Q1 2022 Apr 29, 2022	SELL	$147.46 - $159.06 $4,423 - $4,771	-30 Reduced 10.38%	259 $40,000
Q1 2020 Apr 14, 2020	SELL	$82.97 - $131.79 $16,096 - $25,567	-194 Reduced 40.17%	289 $28,000
Q3 2019 Oct 17, 2019	BUY	$112.0 - $120.88 $6,720 - $7,252	60 Added 14.18%	483 $58,000
Q4 2018 Jan 17, 2019	SELL	$95.36 - $116.8 $14,017 - $17,169	-147 Reduced 25.79%	423 $43,000
Q3 2018 Nov 02, 2018	BUY	$110.03 - $118.53 $41,151 - $44,330	374 Added 190.82%	570 $66,000
Q2 2018 Jul 27, 2018	SELL	$107.03 - $113.19 $5,672 - $5,999	-53 Reduced 21.29%	196 $22,000
Q2 2017 Aug 10, 2017	BUY	N/A	249	249 $26,000

Others Institutions Holding IVE

# of Institutions

1,532

Shares Held

140M

Call Options Held

91.7K

Put Options Held

29.4K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.

Account

Tci Wealth Advisors, Inc. Ishares S&P 500 Value ETF Transaction History