Discipline Wealth Solutions, LLC Ishares S&P 500 Value ETF Transaction History

Discipline Wealth Solutions, LLC

  • $207 Million
  • Q4 2024

A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 4,182 shares of IVE stock, worth $783,497. This represents 0.39% of its overall portfolio holdings.

Number of Shares
4,182
Previous 4,533 7.74%
Holding current value
$783,497
Previous $893,000 10.64%
% of portfolio
0.39%
Previous 0.49%

Shares

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

Feb 26, 2025
SELL
$189.5 - $206.17 $66,514 - $72,365
-351 Reduced 7.74%
4,182 $798,000
Q3 2024

Nov 19, 2024
BUY
$181.06 - $197.17 $396,883 - $432,196
2,192 Added 93.64%
4,533 $893,000
Q2 2024

Aug 07, 2024
BUY
$176.58 - $186.7 $413,373 - $437,064
2,341 New
2,341 $426,000

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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