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

Regimen Wealth, LLC

$322 Billion
Q2 2025

A detailed history of Regimen Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Regimen Wealth, LLC holds 12,252 shares of IVE stock, worth $2.51 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

12,252

Previous 7,692 59.28%

Holding current value

$2.51 Million

Previous $1.47 Billion 63.33%

% of portfolio

0.74%

Previous 0.47%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$168.34 - $195.42 $767,630 - $891,115	4,560 Added 59.28%	12,252 $2.39 Billion
Q1 2025 May 14, 2025	SELL	$185.78 - $198.58 $12,818 - $13,702	-69 Reduced 0.89%	7,692 $1.47 Billion
Q3 2024 Nov 13, 2024	BUY	$181.06 - $197.17 $5,793 - $6,309	32 Added 0.41%	7,761 $1.53 Billion
Q2 2024 Aug 14, 2024	BUY	$176.58 - $186.7 $1.36 Million - $1.44 Million	7,729 New	7,729 $1.41 Billion

Others Institutions Holding IVE

# of Institutions

1,711

Shares Held

166M

Call Options Held

93.3K

Put Options Held

41K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

Track This Portfolio

Portfolio Update

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

News

Stay updated on Regimen Wealth, LLC with notifications on news.

Account

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