5 T Wealth, LLC Ishares S&P 500 Value ETF Transaction History

5 T Wealth, LLC

  • $211 Billion
  • Q2 2025

A detailed history of 5 T Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, 5 T Wealth, LLC holds 25,370 shares of IVE stock, worth $5.04 Million. This represents 2.36% of its overall portfolio holdings.

Number of Shares
25,370
Previous 26,112 2.84%
Holding current value
$5.04 Million
Previous $4.98 Billion 0.37%
% of portfolio
2.36%
Previous 2.67%

Shares

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

Aug 05, 2025
SELL
$168.34 - $195.42 $124,908 - $145,001
-742 Reduced 2.84%
25,370 $4.96 Billion
Q1 2025

Apr 22, 2025
BUY
$185.78 - $198.58 $49,603 - $53,020
267 Added 1.03%
26,112 $4.98 Billion
Q4 2024

Jan 31, 2025
BUY
$189.5 - $206.17 $4.9 Million - $5.33 Million
25,845 New
25,845 $4.93 Billion

Others Institutions Holding IVE

# of Institutions
1,707
Shares Held
165M
Call Options Held
128K
Put Options Held
50K
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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