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

Unique Wealth, LLC

  • $480 Billion
  • Q4 2024

A detailed history of Unique Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Unique Wealth, LLC holds 1,943 shares of IVE stock, worth $379,681. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,943
Previous 1,743 11.47%
Holding current value
$379,681
Previous $344 Million 7.92%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jan 13, 2025
BUY
$189.5 - $206.17 $37,900 - $41,234
200 Added 11.47%
1,943 $371 Million
Q3 2024

Oct 03, 2024
BUY
$181.06 - $197.17 $315,587 - $343,667
1,743 New
1,743 $344 Million

Others Institutions Holding IVE

# of Institutions
1,556
Shares Held
139M
Call Options Held
91.7K
Put Options Held
29.4K
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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