Waterway Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History

Waterway Wealth Management, LLC

  • $233 Billion
  • Q3 2024

A detailed history of Waterway Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 1,811 shares of IVE stock, worth $350,899. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,811
Previous 1,800 0.61%
Holding current value
$350,899
Previous $328 Million 8.95%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Oct 21, 2024
BUY
$181.06 - $197.17 $1,991 - $2,168
11 Added 0.61%
1,811 $357 Million
Q2 2024

Jul 25, 2024
SELL
$176.58 - $186.7 $145,148 - $153,467
-822 Reduced 31.35%
1,800 $328 Million
Q1 2024

Apr 18, 2024
BUY
$171.09 - $186.81 $448,597 - $489,815
2,622 New
2,622 $490 Million

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
Track This Portfolio

Track Waterway Wealth Management, LLC Portfolio

Follow Waterway Wealth Management, 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 Waterway Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waterway Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email