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

Sendero Wealth Management, LLC

  • $627 Million
  • Q4 2024

A detailed history of Sendero Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 6,277 shares of IVE stock, worth $1.24 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,277
Previous 4,973 26.22%
Holding current value
$1.24 Million
Previous $980,000 22.24%
% of portfolio
0.19%
Previous 0.16%

Shares

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

Jan 14, 2025
BUY
$189.5 - $206.17 $247,108 - $268,845
1,304 Added 26.22%
6,277 $1.2 Million
Q2 2024

Jul 12, 2024
SELL
$176.58 - $186.7 $17,658 - $18,670
-100 Reduced 1.97%
4,973 $905,000
Q4 2023

Jan 17, 2024
BUY
$147.64 - $174.21 $185,288 - $218,633
1,255 Added 32.87%
5,073 $882,000
Q2 2023

Jul 20, 2023
BUY
$149.72 - $161.19 $571,630 - $615,423
3,818 New
3,818 $615,000

Others Institutions Holding IVE

# of Institutions
1,665
Shares Held
146M
Call Options Held
107K
Put Options Held
60.7K
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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