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

Accretive Wealth Partners, LLC

  • $294 Million
  • Q2 2025

A detailed history of Accretive Wealth Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 1,068 shares of IVE stock, worth $212,297. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,068
Holding current value
$212,297
% of portfolio
0.07%

Shares

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

Jul 29, 2025
BUY
$168.34 - $195.42 $179,787 - $208,708
1,068 New
1,068 $208,000
Q3 2024

Nov 12, 2024
BUY
$181.06 - $197.17 $193,372 - $210,577
1,068 New
1,068 $210,000

Others Institutions Holding IVE

# of Institutions
1,707
Shares Held
163M
Call Options Held
128K
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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