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 41,469 shares of IVE stock, worth $8.29 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares
41,469
Previous 42,140 1.59%
Holding current value
$8.29 Million
Previous $7.67 Billion 6.6%
% of portfolio
3.29%
Previous 3.27%

Shares

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

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Tsa Wealth Managment LLC Portfolio

Follow Tsa Wealth Managment LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tsa Wealth Managment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tsa Wealth Managment LLC with notifications on news.