Mosley Wealth Management Ishares S&P 500 Value ETF Transaction History

Mosley Wealth Management

  • $161 Billion
  • Q4 2024

A detailed history of Mosley Wealth Management transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Mosley Wealth Management holds 19,643 shares of IVE stock, worth $4.12 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares
19,643
Previous 17,757 10.62%
Holding current value
$4.12 Million
Previous $3.53 Billion 9.6%
% of portfolio
2.4%
Previous 2.41%

Shares

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

Feb 11, 2025
BUY
$189.5 - $206.17 $357,397 - $388,836
1,886 Added 10.62%
19,643 $3.87 Billion
Q3 2024

Nov 12, 2024
BUY
$181.06 - $197.17 $305,810 - $333,020
1,689 Added 10.51%
17,757 $3.53 Billion
Q2 2024

Aug 06, 2024
BUY
$176.58 - $186.7 $332,323 - $351,369
1,882 Added 13.27%
16,068 $2.92 Billion
Q1 2024

Apr 15, 2024
BUY
$171.09 - $186.81 $1.06 Million - $1.16 Million
6,204 Added 77.72%
14,186 $2.65 Billion
Q4 2023

Feb 14, 2024
BUY
$147.64 - $174.21 $1.18 Million - $1.39 Million
7,982 New
7,982 $1.39 Billion

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
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