Alterna Wealth Management, Inc Ishares S&P 500 Value ETF Transaction History

Alterna Wealth Management, Inc

  • $115 Million
  • Q4 2024

A detailed history of Alterna Wealth Management, Inc transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 2,433 shares of IVE stock, worth $460,883. This represents 0.4% of its overall portfolio holdings.

Number of Shares
2,433
Previous 2,364 2.92%
Holding current value
$460,883
Previous $466,000 0.43%
% of portfolio
0.4%
Previous 0.43%

Shares

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

Jan 24, 2025
BUY
$189.5 - $206.17 $13,075 - $14,225
69 Added 2.92%
2,433 $464,000
Q3 2024

Oct 30, 2024
SELL
$181.06 - $197.17 $22,451 - $24,449
-124 Reduced 4.98%
2,364 $466,000
Q2 2024

Jul 12, 2024
BUY
$176.58 - $186.7 $156,096 - $165,042
884 Added 55.11%
2,488 $452,000
Q1 2024

May 03, 2024
BUY
$171.09 - $186.81 $274,428 - $299,643
1,604 New
1,604 $299,000
Q4 2018

Feb 14, 2019
BUY
$95.36 - $116.8 $397,365 - $486,705
4,167 New
4,167 $437,000

Others Institutions Holding IVE

# of Institutions
1,673
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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