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

Brass Tax Wealth Management, Inc

  • $252 Million
  • Q3 2024

A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 74,926 shares of IVE stock, worth $14 Million. This represents 5.86% of its overall portfolio holdings.

Number of Shares
74,926
Previous 75,687 1.01%
Holding current value
$14 Million
Previous $13.8 Billion 99.89%
% of portfolio
5.86%
Previous 5.95%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 12, 2024
SELL
$181.06 - $197.17 $137,786 - $150,046
-761 Reduced 1.01%
74,926 $14.8 Million
Q2 2024

Dec 12, 2024
BUY
$176.58 - $186.7 $13.4 Million - $14.1 Million
75,687 New
75,687 $13.8 Billion
Q1 2024

Jul 31, 2024
BUY
$171.09 - $186.81 $13.1 Million - $14.3 Million
76,303 New
76,303 $14.3 Billion

Others Institutions Holding IVE

# of Institutions
1,671
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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