Lifelong Wealth Advisors, Inc. Ishares S&P 500 Value ETF Transaction History

Lifelong Wealth Advisors, Inc.

  • $213 Billion
  • Q1 2025

A detailed history of Lifelong Wealth Advisors, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 20,682 shares of IVE stock, worth $3.79 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares
20,682
Previous 14,632 41.35%
Holding current value
$3.79 Million
Previous $2.79 Billion 41.13%
% of portfolio
1.85%
Previous 1.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$185.78 - $198.58 $1.12 Million - $1.2 Million
6,050 Added 41.35%
20,682 $3.94 Billion
Q4 2024

Feb 13, 2025
BUY
$189.5 - $206.17 $2.77 Million - $3.02 Million
14,632 New
14,632 $2.79 Billion

Others Institutions Holding IVE

# of Institutions
1,694
Shares Held
160M
Call Options Held
124K
Put Options Held
51.5K
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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