Tci Wealth Advisors, Inc. Ishares S&P 500 Value ETF Transaction History

Tci Wealth Advisors, Inc.

$1.13 Billion
Q4 2024

A detailed history of Tci Wealth Advisors, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 1,100 shares of IVE stock, worth $215,127. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,100

Previous 1,050 4.76%

Holding current value

$215,127

Previous $207,000 0.97%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$189.5 - $206.17 $9,475 - $10,308	50 Added 4.76%	1,100 $209,000
Q3 2024 Oct 24, 2024	BUY	$181.06 - $197.17 $190,113 - $207,028	1,050 New	1,050 $207,000
Q2 2022 Jul 19, 2022	SELL	$133.27 - $158.52 $4,397 - $5,231	-33 Reduced 12.74%	226 $31,000
Q1 2022 Apr 29, 2022	SELL	$147.46 - $159.06 $4,423 - $4,771	-30 Reduced 10.38%	259 $40,000
Q1 2020 Apr 14, 2020	SELL	$82.97 - $131.79 $16,096 - $25,567	-194 Reduced 40.17%	289 $28,000
Q3 2019 Oct 17, 2019	BUY	$112.0 - $120.88 $6,720 - $7,252	60 Added 14.18%	483 $58,000
Q4 2018 Jan 17, 2019	SELL	$95.36 - $116.8 $14,017 - $17,169	-147 Reduced 25.79%	423 $43,000
Q3 2018 Nov 02, 2018	BUY	$110.03 - $118.53 $41,151 - $44,330	374 Added 190.82%	570 $66,000
Q2 2018 Jul 27, 2018	SELL	$107.03 - $113.19 $5,672 - $5,999	-53 Reduced 21.29%	196 $22,000
Q2 2017 Aug 10, 2017	BUY	N/A	249	249 $26,000

Others Institutions Holding IVE

# of Institutions

1,666

Shares Held

146M

Call Options Held

107K

Put Options Held

60.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Tci Wealth Advisors, Inc. Ishares S&P 500 Value ETF Transaction History