Ica Group Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History

Ica Group Wealth Management, LLC

  • $164 Million
  • Q2 2024

A detailed history of Ica Group Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 250 shares of IVE stock, worth $52,402. This represents 0.03% of its overall portfolio holdings.

Number of Shares
250
Previous 1,104 77.36%
Holding current value
$52,402
Previous $206,000 78.16%
% of portfolio
0.03%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$176.58 - $186.7 $150,799 - $159,441
-854 Reduced 77.36%
250 $45,000
Q1 2024

May 14, 2024
BUY
$171.09 - $186.81 $145,426 - $158,788
850 Added 334.65%
1,104 $206,000
Q4 2023

Mar 07, 2024
BUY
$147.64 - $174.21 $37,500 - $44,249
254 New
254 $44,000
Q2 2023

Aug 11, 2023
BUY
$149.72 - $161.19 $2,545 - $2,740
17 Added 28.33%
77 $12,000
Q1 2023

May 12, 2023
SELL
$144.21 - $159.47 $3,028 - $3,348
-21 Reduced 25.93%
60 $9,000
Q4 2022

Feb 14, 2023
BUY
$129.68 - $151.79 $10,504 - $12,294
81 New
81 $11,000
Q2 2022

Oct 03, 2022
BUY
$133.27 - $158.52 $185,911 - $221,135
1,395 New
1,395 $208,000

Others Institutions Holding IVE

# of Institutions
1,766
Shares Held
168M
Call Options Held
67.9K
Put Options Held
38.7K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Ica Group Wealth Management, LLC Portfolio

Follow Ica Group Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ica Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ica Group Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email