Tyler Stone Wealth Management Ishares S&P 500 Value ETF Transaction History

Tyler Stone Wealth Management

  • $535 Million
  • Q4 2024

A detailed history of Tyler Stone Wealth Management transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Tyler Stone Wealth Management holds 3,867 shares of IVE stock, worth $767,908. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,867
Previous 4,137 6.53%
Holding current value
$767,908
Previous $815,000 9.45%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Feb 11, 2025
SELL
$189.5 - $206.17 $51,165 - $55,665
-270 Reduced 6.53%
3,867 $738,000
Q3 2024

Nov 04, 2024
BUY
$181.06 - $197.17 $374,613 - $407,944
2,069 Added 100.05%
4,137 $815,000
Q2 2023

Aug 14, 2023
BUY
$149.72 - $161.19 $53,150 - $57,222
355 Added 20.72%
2,068 $333,000
Q1 2022

May 12, 2022
BUY
$147.46 - $159.06 $3,244 - $3,499
22 Added 1.3%
1,713 $267,000
Q4 2021

Feb 22, 2022
BUY
$145.8 - $156.8 $246,547 - $265,148
1,691 New
1,691 $265,000

Others Institutions Holding IVE

# of Institutions
1,660
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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