Wcg Wealth Advisors LLC Ishares S&P 500 Value ETF Transaction History

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 26,175 shares of IVE stock, worth $5.23 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
26,175
Previous 24,918 5.04%
Holding current value
$5.23 Million
Previous $4.54 Million 13.8%
% of portfolio
0.35%
Previous 0.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$181.06 - $197.17 $227,592 - $247,842
1,257 Added 5.04%
26,175 $5.16 Million
Q2 2024

Aug 12, 2024
BUY
$176.58 - $186.7 $4.4 Million - $4.65 Million
24,918 New
24,918 $4.54 Million

Others Institutions Holding IVE

# of Institutions
1,529
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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