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

Triad Wealth Partners, LLC

  • $277 Billion
  • Q4 2024

A detailed history of Triad Wealth Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 48,752 shares of IVE stock, worth $9.57 Million. This represents 3.36% of its overall portfolio holdings.

Number of Shares
48,752
Previous 20,411 138.85%
Holding current value
$9.57 Million
Previous $4.02 Billion 131.23%
% of portfolio
3.36%
Previous 2.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$189.5 - $206.17 $5.37 Million - $5.84 Million
28,341 Added 138.85%
48,752 $9.31 Billion
Q3 2024

Oct 21, 2024
BUY
$181.06 - $197.17 $3.69 Million - $4.02 Million
20,407 Added 510175.0%
20,411 $4.02 Billion
Q2 2024

Jul 18, 2024
BUY
$176.58 - $186.7 $706 - $746
4 New
4 $728,000

Others Institutions Holding IVE

# of Institutions
1,662
Shares Held
146M
Call Options Held
107K
Put Options Held
60.7K
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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