Simplicity Wealth,Llc Ishares S&P 500 Value ETF Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 14,830 shares of IVE stock, worth $2.88 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
14,830
Previous 24,467 39.39%
Holding current value
$2.88 Million
Previous $4.45 Million 34.34%
% of portfolio
0.28%
Previous 0.1%

Shares

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

Oct 09, 2024
SELL
$181.06 - $197.17 $1.74 Million - $1.9 Million
-9,637 Reduced 39.39%
14,830 $2.92 Million
Q2 2024

Jul 10, 2024
BUY
$176.58 - $186.7 $258,866 - $273,702
1,466 Added 6.37%
24,467 $4.45 Million
Q1 2024

Apr 24, 2024
BUY
$171.09 - $186.81 $3.94 Million - $4.3 Million
23,001 New
23,001 $4.3 Million

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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