Barnes Wealth Management Group, Inc Ishares S&P 500 Value ETF Transaction History

Barnes Wealth Management Group, Inc

  • $156 Billion
  • Q1 2025

A detailed history of Barnes Wealth Management Group, Inc transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 20,107 shares of IVE stock, worth $3.88 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares
20,107
Previous 14,989 34.15%
Holding current value
$3.88 Million
Previous $2.86 Billion 33.93%
% of portfolio
2.46%
Previous 1.92%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$185.78 - $198.58 $950,822 - $1.02 Million
5,118 Added 34.15%
20,107 $3.83 Billion
Q4 2024

May 12, 2025
BUY
$189.5 - $206.17 $2.84 Million - $3.09 Million
14,989 New
14,989 $2.86 Billion

Others Institutions Holding IVE

# of Institutions
1,696
Shares Held
160M
Call Options Held
124K
Put Options Held
51.5K
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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