Wealth Effects LLC Ishares S&P 500 Value ETF Transaction History

Wealth Effects LLC

  • $269 Million
  • Q1 2024

A detailed history of Wealth Effects LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Wealth Effects LLC holds 5,982 shares of IVE stock, worth $1.09 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
5,982
Previous 5,982 -0.0%
Holding current value
$1.09 Million
Previous $1.04 Million 7.4%
% of portfolio
0.41%
Previous 0.39%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 18, 2023
SELL
$149.72 - $161.19 $2,694 - $2,901
-18 Reduced 0.3%
5,982 $964,000
Q4 2022

Feb 02, 2023
BUY
$140.72 - $151.79 $844,320 - $910,740
6,000 New
6,000 $870,000

Others Institutions Holding IVE

# of Institutions
1,420
Shares Held
138M
Call Options Held
124K
Put Options Held
11.6K
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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