Avondale Wealth Management Ishares S&P 500 Value ETF Transaction History

Avondale Wealth Management

  • $150 Million
  • Q4 2024

A detailed history of Avondale Wealth Management transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Avondale Wealth Management holds 375 shares of IVE stock, worth $73,278. This represents 0.05% of its overall portfolio holdings.

Number of Shares
375
Previous 362 3.59%
Holding current value
$73,278
Previous $71,000 -0.0%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 10, 2025
BUY
$189.5 - $206.17 $2,463 - $2,680
13 Added 3.59%
375 $71,000
Q2 2024

Jul 12, 2024
BUY
$176.58 - $186.7 $12,713 - $13,442
72 Added 24.83%
362 $65,000
Q4 2023

Jan 10, 2024
BUY
$147.64 - $174.21 $3,100 - $3,658
21 Added 7.81%
290 $50,000
Q3 2023

Oct 10, 2023
BUY
$153.33 - $166.75 $41,245 - $44,855
269 New
269 $41,000
Q3 2019

Oct 24, 2019
SELL
$112.0 - $120.88 $5,824 - $6,285
-52 Closed
0 $0
Q1 2019

Apr 22, 2019
SELL
$99.16 - $114.4 $198 - $228
-2 Reduced 3.7%
52 $6,000
Q4 2018

Jan 23, 2019
BUY
$95.36 - $116.8 $5,149 - $6,307
54 New
54 $5,000
Q3 2018

Oct 24, 2018
SELL
$110.03 - $118.53 $11,003 - $11,853
-100 Closed
0 $0
Q2 2018

Jul 06, 2018
SELL
$107.03 - $113.19 $668,402 - $706,871
-6,245 Reduced 98.42%
100 $11,000
Q1 2018

Apr 30, 2018
BUY
$106.61 - $121.11 $91,044 - $103,427
854 Added 15.55%
6,345 $693,000
Q4 2017

Apr 27, 2018
BUY
$108.39 - $114.78 $595,169 - $630,256
5,491
5,491 $627,000

Others Institutions Holding IVE

# of Institutions
1,558
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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