Wealthgarden F.S. LLC Ishares S&P 500 Value ETF Transaction History

Wealthgarden F.S. LLC

  • $107 Billion
  • Q4 2024

A detailed history of Wealthgarden F.S. LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 2,199 shares of IVE stock, worth $427,969. This represents 0.39% of its overall portfolio holdings.

Number of Shares
2,199
Previous 1,772 24.1%
Holding current value
$427,969
Previous $349 Million 20.15%
% of portfolio
0.39%
Previous 0.34%

Shares

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

Feb 03, 2025
BUY
$189.5 - $206.17 $80,916 - $88,034
427 Added 24.1%
2,199 $420 Million
Q3 2024

Nov 14, 2024
SELL
$181.06 - $197.17 $3.07 Million - $3.34 Million
-16,961 Reduced 90.54%
1,772 $349 Million
Q3 2024

Nov 12, 2024
BUY
$181.06 - $197.17 $3.11 Million - $3.38 Million
17,161 Added 1091.67%
18,733 $3.69 Billion
Q2 2024

Aug 07, 2024
BUY
$176.58 - $186.7 $277,583 - $293,492
1,572 New
1,572 $286 Million

Others Institutions Holding IVE

# of Institutions
1,598
Shares Held
141M
Call Options Held
83.1K
Put Options Held
27.9K
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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