Western Pacific Wealth Management, LP Ishares S&P 500 Value ETF Transaction History

Western Pacific Wealth Management, LP

  • $149 Million
  • Q3 2024

A detailed history of Western Pacific Wealth Management, LP transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 301 shares of IVE stock, worth $58,321. This represents 0.04% of its overall portfolio holdings.

Number of Shares
301
Previous 301 -0.0%
Holding current value
$58,321
Previous $54,000 9.26%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$171.09 - $186.81 $171 - $186
1 Added 0.33%
301 $56,000
Q3 2023

Oct 26, 2023
SELL
$153.33 - $166.75 $50,752 - $55,194
-331 Reduced 52.46%
300 $46,000
Q2 2023

Aug 08, 2023
SELL
$149.72 - $161.19 $207,362 - $223,248
-1,385 Reduced 68.7%
631 $101,000
Q3 2022

Oct 27, 2022
SELL
$128.52 - $150.96 $81,096 - $95,255
-631 Reduced 23.84%
2,016 $259,000
Q4 2021

Feb 14, 2022
BUY
$145.8 - $156.8 $385,932 - $415,049
2,647 New
2,647 $414,000

Others Institutions Holding IVE

# of Institutions
1,532
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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