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

5 T Wealth, LLC

$229 Billion
Q3 2025

A detailed history of 5 T Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, 5 T Wealth, LLC holds 27,831 shares of IVE stock, worth $5.69 Million. This represents 2.51% of its overall portfolio holdings.

Number of Shares

27,831

Previous 25,370 9.7%

Holding current value

$5.69 Million

Previous $4.96 Billion 15.91%

% of portfolio

2.51%

Previous 2.36%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$194.44 - $206.51 $478,516 - $508,221	2,461 Added 9.7%	27,831 $5.75 Billion
Q2 2025 Aug 05, 2025	SELL	$168.34 - $195.42 $124,908 - $145,001	-742 Reduced 2.84%	25,370 $4.96 Billion
Q1 2025 Apr 22, 2025	BUY	$185.78 - $198.58 $49,603 - $53,020	267 Added 1.03%	26,112 $4.98 Billion
Q4 2024 Jan 31, 2025	BUY	$189.5 - $206.17 $4.9 Million - $5.33 Million	25,845 New	25,845 $4.93 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

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