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

Accurate Wealth Management, LLC

  • $486 Million
  • Q4 2024

A detailed history of Accurate Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 1,127 shares of IVE stock, worth $220,407. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,127
Previous 1,266 10.98%
Holding current value
$220,407
Previous $249,000 13.65%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jan 14, 2025
SELL
$189.5 - $206.17 $26,340 - $28,657
-139 Reduced 10.98%
1,127 $215,000
Q3 2024

Oct 17, 2024
BUY
$181.06 - $197.17 $229,221 - $249,617
1,266 New
1,266 $249,000
Q4 2022

Jan 11, 2023
BUY
$129.68 - $151.79 $26,325 - $30,813
203 New
203 $0

Others Institutions Holding IVE

# of Institutions
1,666
Shares Held
146M
Call Options Held
107K
Put Options Held
60.7K
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 Accurate Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email