A detailed history of Wealth Management Solutions, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 1,348 shares of IVE stock, worth $261,498. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,348
Previous 1,348 -0.0%
Holding current value
$261,498
Previous $217,000 4.61%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Aug 03, 2023

SELL
$149.72 - $161.19 $32,189 - $34,655
-215 Reduced 13.76%
1,348 $217,000
Q1 2023

May 05, 2023

BUY
$144.21 - $159.47 $1,009 - $1,116
7 Added 0.45%
1,563 $237,000
Q4 2022

Feb 09, 2023

SELL
$129.68 - $151.79 $24,768 - $28,991
-191 Reduced 10.93%
1,556 $225,000
Q3 2022

Nov 07, 2022

SELL
$128.52 - $150.96 $25,446 - $29,890
-198 Reduced 10.18%
1,747 $225,000
Q2 2022

Aug 01, 2022

SELL
$133.27 - $158.52 $15,992 - $19,022
-120 Reduced 5.81%
1,945 $267,000
Q1 2022

May 06, 2022

SELL
$147.46 - $159.06 $19,464 - $20,995
-132 Reduced 6.01%
2,065 $322,000
Q4 2021

Feb 03, 2022

BUY
$145.8 - $156.8 $320,322 - $344,489
2,197 New
2,197 $344,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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