Wealth Advisors Of Iowa, LLC Spdr Portfolio S&P 500 Value E Transaction History

Wealth Advisors Of Iowa, LLC

$196 Billion
Q3 2024

A detailed history of Wealth Advisors Of Iowa, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Wealth Advisors Of Iowa, LLC holds 322,286 shares of SPYV stock, worth $16.9 Million. This represents 8.67% of its overall portfolio holdings.

Number of Shares

322,286

Holding current value

$16.9 Million

% of portfolio

8.67%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$48.51 - $52.86 $15.6 Million - $17 Million	322,286 New	322,286 $17 Billion
Q1 2024 May 07, 2024	SELL	$45.88 - $50.1 $89,236 - $97,444	-1,945 Reduced 0.61%	315,092 $15.8 Million
Q4 2023 Feb 08, 2024	SELL	$39.63 - $46.73 $448,136 - $528,422	-11,308 Reduced 3.44%	317,037 $14.8 Million
Q3 2023 Nov 07, 2023	BUY	$41.15 - $44.69 $243,896 - $264,877	5,927 Added 1.84%	328,345 $13.5 Million
Q2 2023 Jul 25, 2023	SELL	$40.17 - $43.27 $727,960 - $784,138	-18,122 Reduced 5.32%	322,418 $13.9 Million
Q1 2023 May 09, 2023	BUY	$38.68 - $42.77 $673,225 - $744,411	17,405 Added 5.39%	340,540 $13.9 Million
Q4 2022 Feb 10, 2023	BUY	$34.79 - $40.71 $2.94 Million - $3.44 Million	84,428 Added 35.37%	323,135 $12.6 Million
Q3 2022 Nov 15, 2022	BUY	$34.49 - $40.43 $517,143 - $606,207	14,994 Added 6.7%	238,707 $8.23 Million
Q2 2022 Jul 28, 2022	BUY	$35.93 - $42.52 $71,105 - $84,147	1,979 Added 0.89%	223,713 $8.24 Million
Q1 2022 May 10, 2022	BUY	$39.54 - $42.64 $8.77 Million - $9.45 Million	221,734 New	221,734 $9.26 Million

Others Institutions Holding SPYV

# of Institutions

1,013

Shares Held

409M

Call Options Held

356K

Put Options Held

41.6K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Advisors Of Iowa, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisors Of Iowa, LLC with notifications on news.

Account

Wealth Advisors Of Iowa, LLC Spdr Portfolio S&P 500 Value E Transaction History