A detailed history of Flagship Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Flagship Wealth Advisors, LLC holds 13,183 shares of IVE stock, worth $2.72 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
13,183
Previous 14,084 6.4%
Holding current value
$2.72 Million
Previous $2.68 Billion 4.02%
% of portfolio
0.97%
Previous 1.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025

SELL
$168.34 - $195.42 $151,674 - $176,073
-901 Reduced 6.4%
13,183 $2.58 Billion
Q1 2025

May 09, 2025

SELL
$185.78 - $198.58 $63,536 - $67,914
-342 Reduced 2.37%
14,084 $2.68 Billion
Q4 2024

Feb 10, 2025

BUY
$189.5 - $206.17 $2.73 Million - $2.97 Million
14,426 New
14,426 $2.75 Billion

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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