Westmount Partners, LLC Ishares S&P 500 Value ETF Transaction History

Westmount Partners, LLC

$329 Billion
Q4 2024

A detailed history of Westmount Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Westmount Partners, LLC holds 6,427 shares of IVE stock, worth $1.26 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

6,427

Previous 6,407 0.31%

Holding current value

$1.26 Million

Previous $1.26 Billion 2.89%

% of portfolio

0.37%

Previous 0.38%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$189.5 - $206.17 $3,790 - $4,123	20 Added 0.31%	6,427 $1.23 Billion
Q3 2024 Jan 13, 2025	BUY	$181.06 - $197.17 $1.16 Million - $1.26 Million	6,407 New	6,407 $1.26 Billion
Q2 2024 Jan 28, 2025	BUY	$176.58 - $186.7 $3,001 - $3,173	17 Added 0.27%	6,386 $1.16 Billion
Q1 2024 Jan 28, 2025	BUY	$171.09 - $186.81 $73,226 - $79,954	428 Added 7.2%	6,369 $1.19 Billion
Q4 2023 Jan 28, 2025	BUY	$147.64 - $174.21 $309,453 - $365,144	2,096 Added 54.51%	5,941 $1.03 Billion
Q2 2023 Jan 28, 2025	SELL	$149.72 - $161.19 $386,577 - $416,192	-2,582 Reduced 40.17%	3,845 $620 Million
Q1 2023 Jan 29, 2025	SELL	$144.21 - $159.47 $375,522 - $415,259	-2,604 Reduced 40.52%	3,823 $580 Million
Q4 2022 Jan 28, 2025	SELL	$129.68 - $151.79 $339,761 - $397,689	-2,620 Reduced 40.77%	3,807 $552 Million

Others Institutions Holding IVE

# of Institutions

1,662

Shares Held

146M

Call Options Held

107K

Put Options Held

60.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Westmount Partners, LLC Ishares S&P 500 Value ETF Transaction History