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

Wealth Advisors Of Iowa, LLC

  • $198 Billion
  • Q4 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 329,558 shares of SPYV stock, worth $17.4 Million. This represents 8.5% of its overall portfolio holdings.

Number of Shares
329,558
Previous 322,286 2.26%
Holding current value
$17.4 Million
Previous $17 Billion 1.07%
% of portfolio
8.5%
Previous 8.67%

Shares

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

Feb 11, 2025
BUY
$51.09 - $55.27 $371,526 - $401,923
7,272 Added 2.26%
329,558 $16.9 Billion
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
1,082
Shares Held
437M
Call Options Held
316K
Put Options Held
4.7K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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