Perissos Private Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History

Perissos Private Wealth Management, LLC

  • $125 Billion
  • Q3 2024

A detailed history of Perissos Private Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 1,393 shares of IVE stock, worth $270,228. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,393
Previous 6,397 78.22%
Holding current value
$270,228
Previous $1.16 Billion 76.41%
% of portfolio
0.22%
Previous 1.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$181.06 - $197.17 $906,024 - $986,638
-5,004 Reduced 78.22%
1,393 $275 Million
Q2 2024

Aug 09, 2024
SELL
$176.58 - $186.7 $1.3 Million - $1.38 Million
-7,380 Reduced 53.57%
6,397 $1.16 Billion
Q1 2024

May 14, 2024
BUY
$171.09 - $186.81 $2.36 Million - $2.57 Million
13,777 New
13,777 $2.57 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

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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