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

Discipline Wealth Solutions, LLC

  • $182 Million
  • Q3 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 4,533 shares of IVE stock, worth $874,053. This represents 0.49% of its overall portfolio holdings.

Number of Shares
4,533
Previous 2,341 93.64%
Holding current value
$874,053
Previous $426,000 109.62%
% of portfolio
0.49%
Previous 0.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,532
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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