Avid Wealth Partners LLC Ishares S&P 500 Value ETF Transaction History

Avid Wealth Partners LLC

  • $141 Billion
  • Q4 2024

A detailed history of Avid Wealth Partners LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Avid Wealth Partners LLC holds 30,996 shares of IVE stock, worth $6.09 Million. This represents 4.2% of its overall portfolio holdings.

Number of Shares
30,996
Previous 30,007 3.3%
Holding current value
$6.09 Million
Previous $5.92 Billion 0.0%
% of portfolio
4.2%
Previous 4.19%

Shares

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

Jan 27, 2025
BUY
$189.5 - $206.17 $187,415 - $203,902
989 Added 3.3%
30,996 $5.92 Billion
Q3 2024

Nov 01, 2024
BUY
$181.06 - $197.17 $30,055 - $32,730
166 Added 0.56%
30,007 $5.92 Billion
Q2 2024

Jul 19, 2024
BUY
$176.58 - $186.7 $278,643 - $294,612
1,578 Added 5.58%
29,841 $5.43 Billion
Q1 2024

May 08, 2024
BUY
$171.09 - $186.81 $4.84 Million - $5.28 Million
28,263 New
28,263 $5.28 Billion

Others Institutions Holding IVE

# of Institutions
1,662
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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