Forefront Wealth Partners, LLC Ishares S&P 500 Value ETF Transaction History

Forefront Wealth Partners, LLC

  • $147 Billion
  • Q1 2025

A detailed history of Forefront Wealth Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Forefront Wealth Partners, LLC holds 8,416 shares of IVE stock, worth $1.54 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
8,416
Previous 8,965 6.12%
Holding current value
$1.54 Million
Previous $1.71 Billion 6.27%
% of portfolio
1.09%
Previous 1.28%

Shares

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

May 14, 2025
SELL
$185.78 - $198.58 $101,993 - $109,020
-549 Reduced 6.12%
8,416 $1.6 Billion
Q4 2024

May 14, 2025
BUY
$189.5 - $206.17 $1.7 Million - $1.85 Million
8,965 New
8,965 $1.71 Billion

Others Institutions Holding IVE

# of Institutions
1,700
Shares Held
158M
Call Options Held
149K
Put Options Held
52K
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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