Horst & Graben Wealth Management LLC Ishares S&P 500 Value ETF Transaction History

Horst & Graben Wealth Management LLC

  • $542 Million
  • Q4 2024

A detailed history of Horst & Graben Wealth Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 70,608 shares of IVE stock, worth $13.4 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares
70,608
Previous 69,417 1.72%
Holding current value
$13.4 Million
Previous $13.7 Million 1.53%
% of portfolio
2.49%
Previous 2.55%

Shares

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

Jan 24, 2025
BUY
$189.5 - $206.17 $225,694 - $245,548
1,191 Added 1.72%
70,608 $13.5 Million
Q3 2024

Oct 21, 2024
BUY
$181.06 - $197.17 $281,910 - $306,993
1,557 Added 2.29%
69,417 $13.7 Million
Q2 2024

Jul 23, 2024
BUY
$176.58 - $186.7 $125,371 - $132,557
710 Added 1.06%
67,860 $12.4 Million
Q1 2024

Apr 22, 2024
BUY
$171.09 - $186.81 $11.5 Million - $12.5 Million
67,150 New
67,150 $12.5 Million

Others Institutions Holding IVE

# of Institutions
1,674
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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