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

Avantra Family Wealth, Inc.

  • $121 Billion
  • Q2 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 1,218 shares of IVE stock, worth $242,114. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,218
Previous 3,483 65.03%
Holding current value
$242,114
Previous $664 Million 64.14%
% of portfolio
0.2%
Previous 0.64%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,709
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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