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

Wcg Wealth Advisors LLC

  • $1.21 Billion
  • Q1 2025

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 37,219 shares of IVE stock, worth $7.47 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
37,219
Previous 37,219 -0.0%
Holding current value
$7.47 Million
Previous $7.09 Million -0.0%
% of portfolio
0.59%
Previous 0.54%

Shares

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

May 14, 2025
BUY
$185.78 - $198.58 $1.94 Million - $2.08 Million
10,452 Added 39.05%
37,219 $7.09 Million
Q4 2024

Feb 18, 2025
BUY
$189.5 - $206.17 $112,184 - $122,052
592 Added 2.26%
26,767 $5.11 Million
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
1,708
Shares Held
161M
Call Options Held
124K
Put Options Held
51.5K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth Advisors 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 Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email