Aaron Wealth Advisors LLC Ishares S&P 500 Value ETF Transaction History

Aaron Wealth Advisors LLC

  • $854 Million
  • Q4 2024

A detailed history of Aaron Wealth Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Aaron Wealth Advisors LLC holds 2,622 shares of IVE stock, worth $516,638. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,622
Previous 3,047 13.95%
Holding current value
$516,638
Previous $600,000 16.67%
% of portfolio
0.06%
Previous 0.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$189.5 - $206.17 $80,537 - $87,622
-425 Reduced 13.95%
2,622 $500,000
Q3 2024

Oct 17, 2024
SELL
$181.06 - $197.17 $31,323 - $34,110
-173 Reduced 5.37%
3,047 $600,000
Q4 2023

Jan 26, 2024
SELL
$147.64 - $174.21 $42,225 - $49,824
-286 Reduced 8.16%
3,220 $559,000
Q1 2023

May 02, 2023
BUY
$144.21 - $159.47 $25,092 - $27,747
174 Added 5.22%
3,506 $532,000
Q4 2022

Jan 24, 2023
SELL
$129.68 - $151.79 $99,464 - $116,422
-767 Reduced 18.71%
3,332 $0
Q3 2022

Oct 21, 2022
SELL
$128.52 - $150.96 $11,952 - $14,039
-93 Reduced 2.22%
4,099 $527,000
Q2 2022

Jul 22, 2022
SELL
$133.27 - $158.52 $34.3 Million - $40.9 Million
-257,729 Reduced 98.4%
4,192 $576,000
Q1 2022

May 10, 2022
BUY
$147.46 - $159.06 $38.4 Million - $41.4 Million
260,371 Added 16798.13%
261,921 $1.68 Million
Q3 2021

Oct 21, 2021
BUY
$143.75 - $152.0 $222,812 - $235,600
1,550 New
1,550 $225,000

Others Institutions Holding IVE

# of Institutions
1,650
Shares Held
145M
Call Options Held
88.8K
Put Options Held
36.5K
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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