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

Advocacy Wealth Management Services, LLC

  • $1.22 Billion
  • Q4 2024

A detailed history of Advocacy Wealth Management Services, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 175,124 shares of IVE stock, worth $34.2 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares
175,124
Previous 159,683 9.67%
Holding current value
$34.2 Million
Previous $31.5 Million 6.17%
% of portfolio
2.73%
Previous 2.7%

Shares

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

Feb 14, 2025
BUY
$189.5 - $206.17 $2.93 Million - $3.18 Million
15,441 Added 9.67%
175,124 $33.4 Million
Q3 2024

Oct 31, 2024
BUY
$181.06 - $197.17 $825,995 - $899,489
4,562 Added 2.94%
159,683 $31.5 Million
Q2 2024

Jul 10, 2024
BUY
$176.58 - $186.7 $2.88 Million - $3.05 Million
16,321 Added 11.76%
155,121 $28.2 Million
Q1 2024

Apr 15, 2024
BUY
$171.09 - $186.81 $23.7 Million - $25.9 Million
138,800 New
138,800 $25.9 Million

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
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