Wealth Advisors Of Iowa, LLC Spdr Portfolio S&P 500 Value E Transaction History

Wealth Advisors Of Iowa, LLC

$196 Billion
Q3 2024

A detailed history of Wealth Advisors Of Iowa, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Wealth Advisors Of Iowa, LLC holds 322,286 shares of SPYV stock, worth $16.7 Million. This represents 8.67% of its overall portfolio holdings.

Number of Shares

322,286

Holding current value

$16.7 Million

% of portfolio

8.67%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$48.51 - $52.86 $15.6 Million - $17 Million	322,286 New	322,286 $17 Billion
Q1 2024 May 07, 2024	SELL	$45.88 - $50.1 $89,236 - $97,444	-1,945 Reduced 0.61%	315,092 $15.8 Million
Q4 2023 Feb 08, 2024	SELL	$39.63 - $46.73 $448,136 - $528,422	-11,308 Reduced 3.44%	317,037 $14.8 Million
Q3 2023 Nov 07, 2023	BUY	$41.15 - $44.69 $243,896 - $264,877	5,927 Added 1.84%	328,345 $13.5 Million
Q2 2023 Jul 25, 2023	SELL	$40.17 - $43.27 $727,960 - $784,138	-18,122 Reduced 5.32%	322,418 $13.9 Million
Q1 2023 May 09, 2023	BUY	$38.68 - $42.77 $673,225 - $744,411	17,405 Added 5.39%	340,540 $13.9 Million
Q4 2022 Feb 10, 2023	BUY	$34.79 - $40.71 $2.94 Million - $3.44 Million	84,428 Added 35.37%	323,135 $12.6 Million
Q3 2022 Nov 15, 2022	BUY	$34.49 - $40.43 $517,143 - $606,207	14,994 Added 6.7%	238,707 $8.23 Million
Q2 2022 Jul 28, 2022	BUY	$35.93 - $42.52 $71,105 - $84,147	1,979 Added 0.89%	223,713 $8.24 Million
Q1 2022 May 10, 2022	BUY	$39.54 - $42.64 $8.77 Million - $9.45 Million	221,734 New	221,734 $9.26 Million

Others Institutions Holding SPYV

# of Institutions

1,012

Shares Held

407M

Call Options Held

356K

Put Options Held

41.6K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

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Wealth Advisors Of Iowa, LLC Spdr Portfolio S&P 500 Value E Transaction History