Mosley Wealth Management Ishares S&P 500 Value ETF Transaction History

Mosley Wealth Management

  • $117 Billion
  • Q2 2024

A detailed history of Mosley Wealth Management transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Mosley Wealth Management holds 16,068 shares of IVE stock, worth $3.13 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares
16,068
Previous 14,186 13.27%
Holding current value
$3.13 Million
Previous $2.65 Billion 10.35%
% of portfolio
2.49%
Previous 2.49%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$176.58 - $186.7 $332,323 - $351,369
1,882 Added 13.27%
16,068 $2.92 Billion
Q1 2024

Apr 15, 2024
BUY
$171.09 - $186.81 $1.06 Million - $1.16 Million
6,204 Added 77.72%
14,186 $2.65 Billion
Q4 2023

Feb 14, 2024
BUY
$147.64 - $174.21 $1.18 Million - $1.39 Million
7,982 New
7,982 $1.39 Billion

Others Institutions Holding IVE

# of Institutions
1,477
Shares Held
141M
Call Options Held
105K
Put Options Held
10.8K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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