Omni 360 Wealth, Inc. Ishares S&P 500 Value ETF Transaction History

Omni 360 Wealth, Inc.

$160 Billion
Q4 2024

A detailed history of Omni 360 Wealth, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 4,155 shares of IVE stock, worth $807,108. This represents 0.5% of its overall portfolio holdings.

Number of Shares

4,155

Previous 3,782 9.86%

Holding current value

$807,108

Previous $746 Million 6.36%

% of portfolio

0.5%

Previous 0.49%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$189.5 - $206.17 $70,683 - $76,901	373 Added 9.86%	4,155 $793 Million
Q3 2024 Oct 24, 2024	BUY	$181.06 - $197.17 $66,630 - $72,558	368 Added 10.78%	3,782 $746 Million
Q2 2024 Jul 19, 2024	BUY	$176.58 - $186.7 $160,864 - $170,083	911 Added 36.4%	3,414 $621 Million
Q1 2024 Apr 19, 2024	BUY	$171.09 - $186.81 $428,238 - $467,585	2,503 New	2,503 $468 Million

Others Institutions Holding IVE

# of Institutions

1,670

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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Omni 360 Wealth, Inc. Ishares S&P 500 Value ETF Transaction History