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

Oak Harbor Wealth Partners, LLC

  • $317 Million
  • Q2 2024

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 271 shares of IVE stock, worth $52,782. This represents 0.02% of its overall portfolio holdings.

Number of Shares
271
Previous 271 -0.0%
Holding current value
$52,782
Previous $50,000 2.0%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 25, 2022
SELL
$133.27 - $158.52 $1,066 - $1,268
-8 Reduced 2.87%
271 $37,000
Q1 2022

May 11, 2022
BUY
$147.46 - $159.06 $1,179 - $1,272
8 Added 2.95%
279 $43,000
Q4 2021

Feb 17, 2022
BUY
$145.8 - $156.8 $39,511 - $42,492
271 New
271 $42,000

Others Institutions Holding IVE

# of Institutions
1,479
Shares Held
141M
Call Options Held
105K
Put Options Held
10.8K
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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