Tsa Wealth Managment LLC Ishares S&P 500 Value ETF Transaction History

Tsa Wealth Managment LLC

  • $251 Billion
  • Q1 2025

A detailed history of Tsa Wealth Managment LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Tsa Wealth Managment LLC holds 56,202 shares of IVE stock, worth $10.3 Million. This represents 4.26% of its overall portfolio holdings.

Number of Shares
56,202
Previous 41,247 36.26%
Holding current value
$10.3 Million
Previous $7.87 Billion 36.04%
% of portfolio
4.26%
Previous 3.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$185.78 - $198.58 $2.78 Million - $2.97 Million
14,955 Added 36.26%
56,202 $10.7 Billion
Q4 2024

Feb 06, 2025
SELL
$189.5 - $206.17 $42,069 - $45,769
-222 Reduced 0.54%
41,247 $7.87 Billion
Q3 2024

Nov 06, 2024
SELL
$181.06 - $197.17 $121,491 - $132,301
-671 Reduced 1.59%
41,469 $8.18 Billion
Q2 2024

Jul 26, 2024
SELL
$176.58 - $186.7 $260,808 - $275,755
-1,477 Reduced 3.39%
42,140 $7.67 Billion
Q1 2024

May 08, 2024
BUY
$171.09 - $186.81 $7.46 Million - $8.15 Million
43,617 New
43,617 $8.15 Billion

Others Institutions Holding IVE

# of Institutions
1,683
Shares Held
154M
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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