Wiser Advisor Group LLC Ishares S&P 500 Value ETF Transaction History

Wiser Advisor Group LLC

$68.8 Billion
Q4 2024

A detailed history of Wiser Advisor Group LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Wiser Advisor Group LLC holds 997 shares of IVE stock, worth $197,984. This represents 0.28% of its overall portfolio holdings.

Number of Shares

997

Previous 992 0.5%

Holding current value

$197,984

Previous $196 Million 2.66%

% of portfolio

0.28%

Previous 0.29%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$189.5 - $206.17 $947 - $1,030	5 Added 0.5%	997 $190 Million
Q3 2024 Nov 13, 2024	BUY	$181.06 - $197.17 $905 - $985	5 Added 0.51%	992 $196 Million
Q2 2024 Aug 14, 2024	BUY	$176.58 - $186.7 $34,609 - $36,593	196 Added 24.78%	987 $180 Million
Q1 2024 May 15, 2024	BUY	$171.09 - $186.81 $131,739 - $143,843	770 Added 3666.67%	791 $148 Million
Q4 2023 Feb 12, 2024	BUY	$147.64 - $174.21 $3,100 - $3,658	21 New	21 $3.7 Million

Others Institutions Holding IVE

# of Institutions

1,660

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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Wiser Advisor Group LLC Ishares S&P 500 Value ETF Transaction History