Lmg Wealth Partners, LLC Ishares S&P 500 Value ETF Transaction History

Lmg Wealth Partners, LLC

$437 Billion
Q3 2024

A detailed history of Lmg Wealth Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Lmg Wealth Partners, LLC holds 45,300 shares of IVE stock, worth $8.78 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares

45,300

Previous 45,039 0.58%

Holding current value

$8.78 Million

Previous $8.2 Billion 8.96%

% of portfolio

2.05%

Previous 2.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$181.06 - $197.17 $47,256 - $51,461	261 Added 0.58%	45,300 $8.93 Billion
Q2 2024 Aug 01, 2024	BUY	$176.58 - $186.7 $67,983 - $71,879	385 Added 0.86%	45,039 $8.2 Billion
Q1 2024 May 03, 2024	SELL	$171.09 - $186.81 $54,064 - $59,031	-316 Reduced 0.7%	44,654 $8.34 Billion
Q4 2023 Jan 23, 2024	SELL	$147.64 - $174.21 $8,415 - $9,929	-57 Reduced 0.13%	44,970 $7.82 Billion
Q3 2023 Oct 16, 2023	BUY	$153.33 - $166.75 $126,957 - $138,069	828 Added 1.87%	45,027 $6.93 Billion
Q2 2023 Jul 27, 2023	BUY	$149.72 - $161.19 $38,328 - $41,264	256 Added 0.58%	44,199 $7.12 Billion
Q1 2023 May 02, 2023	BUY	$144.21 - $159.47 $112,339 - $124,227	779 Added 1.8%	43,943 $6.67 Billion
Q4 2022 Feb 14, 2023	BUY	$129.68 - $151.79 $5.6 Million - $6.55 Million	43,164 New	43,164 $6.59 Billion

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

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Lmg Wealth Partners, LLC Ishares S&P 500 Value ETF Transaction History