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

Balance Wealth, LLC

$154 Billion
Q1 2025

A detailed history of Balance Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Balance Wealth, LLC holds 3,768 shares of IVE stock, worth $702,053. This represents 0.47% of its overall portfolio holdings.

Number of Shares

3,768

Holding current value

$702,053

% of portfolio

0.47%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$185.78 - $198.58 $700,019 - $748,249	3,768 New	3,768 $718 Million

Others Institutions Holding IVE

# of Institutions

1,694

Shares Held

160M

Call Options Held

124K

Put Options Held

51.5K

Envestnet Asset Management Inc

18.6M
Shares

$3.47 Billion
1.19% of portfolio
Jpmorgan Chase & CO New York, NY

17.8M
Shares

$3.31 Billion
0.27% of portfolio
Morgan Stanley New York, NY

13.8M
Shares

$2.57 Billion
0.19% of portfolio
Bank Of America Corp Charlotte, NC

8.58M
Shares

$1.6 Billion
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

6.98M
Shares

$1.3 Billion
0.54% of portfolio

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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