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

Trinity Point Wealth, LLC

  • $595 Million
  • Q1 2024

A detailed history of Trinity Point Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 1,878 shares of IVE stock, worth $341,026. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,878
Previous 1,878 -0.0%
Holding current value
$341,026
Previous $326,000 7.36%
% of portfolio
0.06%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 08, 2024
BUY
$147.64 - $174.21 $79,725 - $94,073
540 Added 40.36%
1,878 $326,000
Q1 2023

May 04, 2023
BUY
$144.21 - $159.47 $192,952 - $213,370
1,338 New
1,338 $203,000

Others Institutions Holding IVE

# of Institutions
1,422
Shares Held
138M
Call Options Held
124K
Put Options Held
11.6K
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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