Enzi Wealth Ishares S&P 500 Value ETF Transaction History

Enzi Wealth

  • $243 Million
  • Q4 2024

A detailed history of Enzi Wealth transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Enzi Wealth holds 2,004 shares of IVE stock, worth $378,234. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,004
Previous 2,087 3.98%
Holding current value
$378,234
Previous $411,000 7.06%
% of portfolio
0.16%
Previous 0.17%

Shares

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

Jan 23, 2025
SELL
$189.5 - $206.17 $15,728 - $17,112
-83 Reduced 3.98%
2,004 $382,000
Q2 2024

Jul 22, 2024
SELL
$176.58 - $186.7 $5,650 - $5,974
-32 Reduced 1.51%
2,087 $379,000
Q1 2024

Apr 16, 2024
BUY
$171.09 - $186.81 $2,053 - $2,241
12 Added 0.57%
2,119 $395,000
Q4 2023

Feb 14, 2024
SELL
$147.64 - $174.21 $6,643 - $7,839
-45 Reduced 2.09%
2,107 $366,000
Q2 2023

Jul 14, 2023
SELL
$149.72 - $161.19 $41,173 - $44,327
-275 Reduced 11.33%
2,152 $346,000
Q1 2023

Apr 18, 2023
SELL
$144.21 - $159.47 $62,731 - $69,369
-435 Reduced 15.2%
2,427 $368,000
Q3 2022

Nov 14, 2022
BUY
$128.52 - $150.96 $367,824 - $432,047
2,862 New
2,862 $423,000

Others Institutions Holding IVE

# of Institutions
1,676
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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