Potentia Wealth Ishares S&P 500 Value ETF Transaction History

Potentia Wealth

  • $262 Billion
  • Q3 2025

A detailed history of Potentia Wealth transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Potentia Wealth holds 2,461 shares of IVE stock, worth $515,850. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,461
Previous 2,585 4.8%
Holding current value
$515,850
Previous $505 Million 0.61%
% of portfolio
0.19%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$194.44 - $206.51 $24,110 - $25,607
-124 Reduced 4.8%
2,461 $508 Million
Q2 2025

Aug 14, 2025
SELL
$168.34 - $195.42 $134,503 - $156,140
-799 Reduced 23.61%
2,585 $505 Million
Q4 2024

Feb 11, 2025
BUY
$189.5 - $206.17 $641,268 - $697,679
3,384 New
3,384 $646 Million

Others Institutions Holding IVE

# of Institutions
1,766
Shares Held
168M
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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