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

Scissortail Wealth Management, LLC

  • $3.47 Million
  • Q3 2024

A detailed history of Scissortail Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Scissortail Wealth Management, LLC holds 810 shares of IVE stock, worth $158,881. This represents 4.58% of its overall portfolio holdings.

Number of Shares
810
Previous 47,811 98.31%
Holding current value
$158,881
Previous $8.7 Million 98.17%
% of portfolio
4.58%
Previous 2.2%

Shares

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

Nov 14, 2024
SELL
$181.06 - $197.17 $8.51 Million - $9.27 Million
-47,001 Reduced 98.31%
810 $159,000
Q2 2024

Aug 14, 2024
BUY
$176.58 - $186.7 $58,624 - $61,984
332 Added 0.7%
47,811 $8.7 Million
Q1 2024

May 15, 2024
BUY
$171.09 - $186.81 $8.12 Million - $8.87 Million
47,479 New
47,479 $8.87 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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