Avantra Family Wealth, Inc. Ishares S&P 500 Value ETF Transaction History

Avantra Family Wealth, Inc.

  • $134 Billion
  • Q3 2025

A detailed history of Avantra Family Wealth, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Avantra Family Wealth, Inc. holds 7,135 shares of IVE stock, worth $1.5 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
7,135
Previous 1,218 485.8%
Holding current value
$1.5 Million
Previous $238 Million 519.04%
% of portfolio
1.1%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$194.44 - $206.51 $1.15 Million - $1.22 Million
5,917 Added 485.8%
7,135 $1.47 Billion
Q2 2025

Jul 23, 2025
SELL
$168.34 - $195.42 $381,290 - $442,626
-2,265 Reduced 65.03%
1,218 $238 Million
Q1 2025

Apr 22, 2025
BUY
$185.78 - $198.58 $47,559 - $50,836
256 Added 7.93%
3,483 $664 Million
Q4 2024

Jan 24, 2025
BUY
$189.5 - $206.17 $611,516 - $665,310
3,227 New
3,227 $616 Million

Others Institutions Holding IVE

# of Institutions
1,767
Shares Held
169M
Call Options Held
67.9K
Put Options Held
38.7K
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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