Evergreen Private Wealth LLC Ishares S&P 500 Value ETF Transaction History

Evergreen Private Wealth LLC

$247 Billion
Q3 2025

A detailed history of Evergreen Private Wealth LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 3,110 shares of IVE stock, worth $651,887. This represents 0.26% of its overall portfolio holdings.

Number of Shares

3,110

Previous 2,872 8.29%

Holding current value

$651,887

Previous $561 Million 14.43%

% of portfolio

0.26%

Previous 0.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$194.44 - $206.51 $46,276 - $49,149	238 Added 8.29%	3,110 $642 Million
Q2 2025 Jul 16, 2025	SELL	$168.34 - $195.42 $26,766 - $31,071	-159 Reduced 5.25%	2,872 $561 Million
Q1 2025 May 01, 2025	SELL	$185.78 - $198.58 $19,135 - $20,453	-103 Reduced 3.29%	3,031 $578 Million
Q4 2024 Feb 06, 2025	BUY	$189.5 - $206.17 $17,244 - $18,761	91 Added 2.99%	3,134 $598 Million
Q3 2024 Oct 31, 2024	BUY	$181.06 - $197.17 $31,323 - $34,110	173 Added 6.03%	3,043 $600 Million
Q2 2024 Aug 12, 2024	SELL	$176.58 - $186.7 $7,063 - $7,468	-40 Reduced 1.37%	2,870 $522 Million
Q1 2024 Apr 16, 2024	SELL	$171.09 - $186.81 $7,527 - $8,219	-44 Reduced 1.49%	2,910 $544 Million
Q4 2023 Feb 08, 2024	BUY	$147.64 - $174.21 $436,128 - $514,616	2,954 New	2,954 $514 Million

Others Institutions Holding IVE

# of Institutions

1,764

Shares Held

168M

Call Options Held

67.9K

Put Options Held

38.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Evergreen Private Wealth LLC Ishares S&P 500 Value ETF Transaction History