Spectrum Wealth Counsel, LLC Ishares S&P 500 Value ETF Transaction History

Spectrum Wealth Counsel, LLC

  • $847 Billion
  • Q3 2024

A detailed history of Spectrum Wealth Counsel, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Spectrum Wealth Counsel, LLC holds 68,034 shares of IVE stock, worth $13 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
68,034
Previous 66,011 3.06%
Holding current value
$13 Million
Previous $12 Billion 11.65%
% of portfolio
1.58%
Previous 1.52%

Shares

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

Nov 08, 2024
BUY
$181.06 - $197.17 $366,284 - $398,874
2,023 Added 3.06%
68,034 $13.4 Billion
Q2 2024

Aug 08, 2024
BUY
$176.58 - $186.7 $9.95 Million - $10.5 Million
56,375 Added 585.05%
66,011 $12 Billion
Q4 2023

Feb 14, 2024
BUY
$147.64 - $174.21 $1.42 Million - $1.68 Million
9,636 New
9,636 $1.68 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
Track This Portfolio

Track Spectrum Wealth Counsel, LLC Portfolio

Follow Spectrum Wealth Counsel, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spectrum Wealth Counsel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Spectrum Wealth Counsel, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email