Retirement Wealth Solutions LLC Ishares S&P 500 Value ETF Transaction History

Retirement Wealth Solutions LLC

  • $158 Billion
  • Q4 2025

A detailed history of Retirement Wealth Solutions LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Retirement Wealth Solutions LLC holds 25,485 shares of IVE stock, worth $5.34 Million. This represents 3.42% of its overall portfolio holdings.

Number of Shares
25,485
Previous 18,698 36.3%
Holding current value
$5.34 Million
Previous $3.86 Billion 39.97%
% of portfolio
3.42%
Previous 2.54%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$202.52 - $212.07 $1.37 Million - $1.44 Million
6,787 Added 36.3%
25,485 $5.4 Billion
Q3 2025

Oct 08, 2025
BUY
$194.44 - $206.51 $551,042 - $585,249
2,834 Added 17.86%
18,698 $3.86 Billion
Q2 2025

Jul 07, 2025
BUY
$168.34 - $195.42 $408,224 - $473,893
2,425 Added 18.04%
15,864 $3.1 Billion
Q1 2025

Apr 08, 2025
BUY
$185.78 - $198.58 $1.59 Million - $1.7 Million
8,583 Added 176.75%
13,439 $2.56 Billion
Q4 2024

Jan 15, 2025
BUY
$189.5 - $206.17 $920,212 - $1 Million
4,856 New
4,856 $914 Million

Others Institutions Holding IVE

# of Institutions
1,771
Shares Held
169M
Call Options Held
67.9K
Put Options Held
38.7K
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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