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

Unique Wealth, LLC

  • $529 Billion
  • Q1 2025

A detailed history of Unique Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Unique Wealth, LLC holds 1,743 shares of IVE stock, worth $309,173. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,743
Previous 1,943 10.29%
Holding current value
$309,173
Previous $371 Million 10.43%
% of portfolio
0.06%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
SELL
$185.78 - $198.58 $37,156 - $39,716
-200 Reduced 10.29%
1,743 $332 Million
Q4 2024

Jan 13, 2025
BUY
$189.5 - $206.17 $37,900 - $41,234
200 Added 11.47%
1,943 $371 Million
Q3 2024

Oct 03, 2024
BUY
$181.06 - $197.17 $315,587 - $343,667
1,743 New
1,743 $344 Million

Others Institutions Holding IVE

# of Institutions
1,679
Shares Held
147M
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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