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

Apex Wealth Management, LLC

  • $125 Billion
  • Q2 2025

A detailed history of Apex Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Apex Wealth Management, LLC holds 7,635 shares of IVE stock, worth $1.57 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
7,635
Previous 15,775 51.6%
Holding current value
$1.57 Million
Previous $3.01 Billion 50.37%
% of portfolio
1.2%
Previous 2.7%

Shares

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

Aug 08, 2025
SELL
$168.34 - $195.42 $1.37 Million - $1.59 Million
-8,140 Reduced 51.6%
7,635 $1.49 Billion
Q1 2025

Apr 29, 2025
SELL
$185.78 - $198.58 $10,403 - $11,120
-56 Reduced 0.35%
15,775 $3.01 Billion
Q4 2024

Feb 14, 2025
BUY
$189.5 - $206.17 $3 Million - $3.26 Million
15,831 New
15,831 $3.02 Billion

Others Institutions Holding IVE

# of Institutions
1,708
Shares Held
166M
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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