Institute For Wealth Management, Llc. Ishares S&P 500 Value ETF Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 1,697 shares of IVE stock, worth $332,866. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,697
Previous 1,577 7.61%
Holding current value
$332,866
Previous $310,000 4.19%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 23, 2025
BUY
$189.5 - $206.17 $22,740 - $24,740
120 Added 7.61%
1,697 $323,000
Q3 2024

Nov 12, 2024
BUY
$181.06 - $197.17 $8,871 - $9,661
49 Added 3.21%
1,577 $310,000
Q2 2024

Jul 25, 2024
SELL
$176.58 - $186.7 $82,816 - $87,562
-469 Reduced 23.49%
1,528 $278,000
Q1 2024

Apr 30, 2024
SELL
$171.09 - $186.81 $29,256 - $31,944
-171 Reduced 7.89%
1,997 $373,000
Q4 2022

Feb 02, 2023
SELL
$129.68 - $151.79 $26,714 - $31,268
-206 Reduced 8.68%
2,168 $314,000
Q3 2022

Oct 18, 2022
BUY
$128.52 - $150.96 $7,711 - $9,057
60 Added 2.59%
2,374 $305,000
Q1 2022

Apr 29, 2022
SELL
$147.46 - $159.06 $18,579 - $20,041
-126 Reduced 5.16%
2,314 $360,000
Q4 2021

Jan 21, 2022
SELL
$145.8 - $156.8 $56,862 - $61,152
-390 Reduced 13.78%
2,440 $382,000
Q3 2021

Nov 15, 2021
SELL
$143.75 - $152.0 $10,493 - $11,096
-73 Reduced 2.51%
2,830 $412,000
Q2 2021

Jul 21, 2021
BUY
$142.18 - $151.25 $113,744 - $121,000
800 Added 38.04%
2,903 $429,000
Q1 2021

May 04, 2021
SELL
$125.98 - $142.4 $42,581 - $48,131
-338 Reduced 13.85%
2,103 $297,000
Q4 2020

Feb 01, 2021
SELL
$109.93 - $128.18 $9,893 - $11,536
-90 Reduced 3.56%
2,441 $312,000
Q3 2020

Nov 03, 2020
SELL
$106.77 - $118.22 $3,950 - $4,374
-37 Reduced 1.44%
2,531 $285,000
Q2 2020

Jul 30, 2020
SELL
$91.94 - $119.67 $1.27 Million - $1.66 Million
-13,863 Reduced 84.37%
2,568 $278,000
Q1 2020

Apr 29, 2020
BUY
$82.97 - $131.79 $31,279 - $49,684
377 Added 2.35%
16,431 $1.58 Million
Q4 2019

Feb 27, 2020
BUY
$115.41 - $130.26 $1.61 Million - $1.82 Million
13,965 Added 668.5%
16,054 $2.09 Million
Q4 2019

Jan 27, 2020
BUY
$115.41 - $130.26 $241,091 - $272,113
2,089 New
2,089 $2.09 Million
Q3 2019

Oct 28, 2019
SELL
$112.0 - $120.88 $2.03 Million - $2.19 Million
-18,111 Closed
0 $0
Q2 2019

Aug 02, 2019
SELL
$108.5 - $117.48 $33,852 - $36,653
-312 Reduced 1.69%
18,111 $2.11 Million
Q1 2019

May 15, 2019
BUY
$99.16 - $114.4 $1.83 Million - $2.11 Million
18,423 New
18,423 $2.08 Million

Others Institutions Holding IVE

# of Institutions
1,560
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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