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

Trinity Point Wealth, LLC

  • $689 Million
  • Q4 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 1,978 shares of IVE stock, worth $386,837. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,978
Previous 1,878 5.32%
Holding current value
$386,837
Previous $370,000 1.89%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Feb 14, 2025
BUY
$189.5 - $206.17 $18,950 - $20,617
100 Added 5.32%
1,978 $377,000
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
1,665
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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