Plan A Wealth LLC Ishares S&P 500 Value ETF Transaction History

Plan A Wealth LLC

  • $197 Billion
  • Q3 2025

A detailed history of Plan A Wealth LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Plan A Wealth LLC holds 1,165 shares of IVE stock, worth $242,156. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,165
Previous 1,165 -0.0%
Holding current value
$242,156
Previous $228 Million 5.68%
% of portfolio
0.12%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Nov 06, 2025
SELL
$168.34 - $195.42 $27,271 - $31,658
-162 Reduced 12.21%
1,165 $228 Million
Q4 2024

Nov 06, 2025
BUY
$189.5 - $206.17 $251,466 - $273,587
1,327 New
1,327 $253 Million

Others Institutions Holding IVE

# of Institutions
1,750
Shares Held
168M
Call Options Held
93.3K
Put Options Held
41K
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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