Twin Peaks Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Twin Peaks Wealth Advisors, LLC

  • $217 Billion
  • Q3 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 11,796 shares of IVE stock, worth $2.3 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
11,796
Previous 9,483 24.39%
Holding current value
$2.3 Million
Previous $1.73 Billion 34.75%
% of portfolio
1.07%
Previous 0.86%

Shares

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

Oct 25, 2024
BUY
$181.06 - $197.17 $418,791 - $456,054
2,313 Added 24.39%
11,796 $2.33 Billion
Q2 2024

Jul 31, 2024
BUY
$176.58 - $186.7 $370,994 - $392,256
2,101 Added 28.46%
9,483 $1.73 Billion
Q1 2024

Apr 23, 2024
BUY
$171.09 - $186.81 $1.26 Million - $1.38 Million
7,382 New
7,382 $1.38 Billion

Others Institutions Holding IVE

# of Institutions
1,470
Shares Held
141M
Call Options Held
105K
Put Options Held
10.8K
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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