Advocacy Wealth Management Services, LLC Ishares S&P 500 Value ETF Transaction History

Advocacy Wealth Management Services, LLC

$1.19 Billion
Q1 2025

A detailed history of Advocacy Wealth Management Services, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 284,328 shares of IVE stock, worth $53 Million. This represents 4.55% of its overall portfolio holdings.

Number of Shares

284,328

Previous 175,124 62.36%

Holding current value

$53 Million

Previous $33.4 Million 62.11%

% of portfolio

4.55%

Previous 2.73%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$185.78 - $198.58 $20.3 Million - $21.7 Million	109,204 Added 62.36%	284,328 $54.2 Million
Q4 2024 Feb 14, 2025	BUY	$189.5 - $206.17 $2.93 Million - $3.18 Million	15,441 Added 9.67%	175,124 $33.4 Million
Q3 2024 Oct 31, 2024	BUY	$181.06 - $197.17 $825,995 - $899,489	4,562 Added 2.94%	159,683 $31.5 Million
Q2 2024 Jul 10, 2024	BUY	$176.58 - $186.7 $2.88 Million - $3.05 Million	16,321 Added 11.76%	155,121 $28.2 Million
Q1 2024 Apr 15, 2024	BUY	$171.09 - $186.81 $23.7 Million - $25.9 Million	138,800 New	138,800 $25.9 Million

Others Institutions Holding IVE

# of Institutions

1,694

Shares Held

160M

Call Options Held

124K

Put Options Held

51.5K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Advocacy Wealth Management Services, LLC Ishares S&P 500 Value ETF Transaction History