West Wealth Group, LLC Ishares S&P 500 Value ETF Transaction History

West Wealth Group, LLC

  • $332 Million
  • Q4 2024

A detailed history of West Wealth Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, West Wealth Group, LLC holds 171,204 shares of IVE stock, worth $33.6 Million. This represents 9.83% of its overall portfolio holdings.

Number of Shares
171,204
Previous 160,052 6.97%
Holding current value
$33.6 Million
Previous $31.6 Million 3.56%
% of portfolio
9.83%
Previous 10.33%

Shares

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

Jan 22, 2025
BUY
$189.5 - $206.17 $2.11 Million - $2.3 Million
11,152 Added 6.97%
171,204 $32.7 Million
Q3 2024

Oct 23, 2024
BUY
$181.06 - $197.17 $384,390 - $418,591
2,123 Added 1.34%
160,052 $31.6 Million
Q2 2024

Aug 01, 2024
BUY
$176.58 - $186.7 $467,054 - $493,821
2,645 Added 1.7%
157,929 $28.7 Million
Q1 2024

May 08, 2024
BUY
$171.09 - $186.81 $26.6 Million - $29 Million
155,284 New
155,284 $29 Million

Others Institutions Holding IVE

# of Institutions
1,576
Shares Held
140M
Call Options Held
83.1K
Put Options Held
27.9K
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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