A detailed history of Wr Wealth Planners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 4,051 shares of IVE stock, worth $812,630. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,051
Previous 3,846 5.33%
Holding current value
$812,630
Previous $700,000 14.0%
% of portfolio
0.23%
Previous 0.22%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$181.06 - $197.17 $37,117 - $40,419
205 Added 5.33%
4,051 $798,000
Q2 2024

Jul 31, 2024

BUY
$176.58 - $186.7 $10,065 - $10,641
57 Added 1.5%
3,846 $700,000
Q1 2024

Jul 31, 2024

BUY
$171.09 - $186.81 $648,260 - $707,823
3,789 New
3,789 $707,000
Q2 2023

Aug 01, 2024

SELL
$149.72 - $161.19 $563,845 - $607,041
-3,766 Reduced 97.92%
80 $12.9 Million
Q1 2023

Aug 01, 2024

SELL
$144.21 - $159.47 $543,094 - $600,564
-3,766 Reduced 97.92%
80 $12.1 Million
Q4 2022

Oct 10, 2024

BUY
$129.68 - $151.79 $129 - $151
1 Added 1.27%
80 $11.5 Million
Q3 2022

Oct 10, 2024

SELL
$128.52 - $150.96 $484,134 - $568,666
-3,767 Reduced 97.95%
79 $10.2 Million
Q2 2022

Oct 17, 2024

BUY
$133.27 - $158.52 $133 - $158
1 Added 1.28%
79 $10.8 Million
Q1 2022

Oct 17, 2024

SELL
$147.46 - $159.06 $585,858 - $631,945
-3,973 Reduced 98.07%
78 $12.2 Million

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.