Wealth Dimensions Group, Ltd. Ishares S&P 500 Value ETF Transaction History

Wealth Dimensions Group, Ltd.

  • $394 Million
  • Q3 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 11,448 shares of IVE stock, worth $2.28 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
11,448
Previous 11,548 0.87%
Holding current value
$2.28 Million
Previous $2.1 Million 7.43%
% of portfolio
0.57%
Previous 0.6%

Shares

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

Nov 12, 2024
SELL
$181.06 - $197.17 $18,106 - $19,717
-100 Reduced 0.87%
11,448 $2.26 Million
Q2 2024

Aug 09, 2024
SELL
$176.58 - $186.7 $9,005 - $9,521
-51 Reduced 0.44%
11,548 $2.1 Million
Q1 2024

May 09, 2024
SELL
$171.09 - $186.81 $7,014 - $7,659
-41 Reduced 0.35%
11,599 $2.17 Million
Q4 2023

Feb 09, 2024
SELL
$147.64 - $174.21 $7,529 - $8,884
-51 Reduced 0.44%
11,640 $2.02 Million
Q3 2023

Nov 14, 2023
BUY
$153.33 - $166.75 $1,839 - $2,001
12 Added 0.1%
11,691 $1.8 Million
Q2 2023

Aug 14, 2023
SELL
$149.72 - $161.19 $47,311 - $50,936
-316 Reduced 2.63%
11,679 $1.88 Million
Q1 2023

May 09, 2023
BUY
$144.21 - $159.47 $11,392 - $12,598
79 Added 0.66%
11,995 $1.82 Million
Q4 2022

Feb 10, 2023
SELL
$129.68 - $151.79 $139,016 - $162,718
-1,072 Reduced 8.25%
11,916 $1.73 Million
Q3 2022

Nov 10, 2022
SELL
$128.52 - $150.96 $514 - $603
-4 Reduced 0.03%
12,988 $1.67 Million
Q2 2022

Aug 05, 2022
SELL
$133.27 - $158.52 $67,834 - $80,686
-509 Reduced 3.77%
12,992 $1.79 Million
Q1 2022

May 04, 2022
SELL
$147.46 - $159.06 $9,732 - $10,497
-66 Reduced 0.49%
13,501 $2.1 Million
Q4 2021

Feb 04, 2022
SELL
$145.8 - $156.8 $43,302 - $46,569
-297 Reduced 2.14%
13,567 $2.13 Million
Q3 2021

Nov 03, 2021
SELL
$143.75 - $152.0 $26,018 - $27,512
-181 Reduced 1.29%
13,864 $2.02 Million
Q2 2021

Aug 12, 2021
SELL
$142.18 - $151.25 $54,170 - $57,626
-381 Reduced 2.64%
14,045 $2.07 Million
Q1 2021

May 13, 2021
SELL
$125.98 - $142.4 $17,133 - $19,366
-136 Reduced 0.93%
14,426 $2.04 Million
Q4 2020

Feb 17, 2021
BUY
$109.93 - $128.18 $1.6 Million - $1.87 Million
14,562 New
14,562 $1.86 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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