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 $221,061. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,127
Previous 1,266 10.98%
Holding current value
$221,061
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
1,560
Shares Held
139M
Call Options Held
91.7K
Put Options Held
29.4K
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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