Watts Gwilliam & Co., LLC Ishares S&P 500 Value ETF Transaction History

Watts Gwilliam & Co., LLC

  • $474 Billion
  • Q4 2024

A detailed history of Watts Gwilliam & Co., LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Watts Gwilliam & Co., LLC holds 92,706 shares of IVE stock, worth $18.2 Million. This represents 3.74% of its overall portfolio holdings.

Number of Shares
92,706
Previous 82,667 12.14%
Holding current value
$18.2 Million
Previous $16.2 Billion 9.55%
% of portfolio
3.74%
Previous 3.52%

Shares

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

Jan 08, 2025
BUY
$189.5 - $206.17 $1.9 Million - $2.07 Million
10,039 Added 12.14%
92,706 $17.7 Billion
Q3 2024

Oct 09, 2024
BUY
$181.06 - $197.17 $919,422 - $1 Million
5,078 Added 6.54%
82,667 $16.2 Billion
Q1 2024

May 15, 2024
BUY
$171.09 - $186.81 $13.3 Million - $14.5 Million
77,589 New
77,589 $14.3 Billion

Others Institutions Holding IVE

# of Institutions
1,560
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
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