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

Bcu Wealth Advisors, LLC

$223 Billion
Q2 2025

A detailed history of Bcu Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Bcu Wealth Advisors, LLC holds 11,879 shares of IVE stock, worth $2.36 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

11,879

Previous 8,039 47.77%

Holding current value

$2.36 Million

Previous $1.53 Billion 51.52%

% of portfolio

1.04%

Previous 0.8%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$168.34 - $195.42 $646,425 - $750,412	3,840 Added 47.77%	11,879 $2.32 Billion
Q1 2025 Apr 17, 2025	BUY	$185.78 - $198.58 $243,743 - $260,536	1,312 Added 19.5%	8,039 $1.53 Billion
Q4 2024 Jan 30, 2025	BUY	$189.5 - $206.17 $76,558 - $83,292	404 Added 6.39%	6,727 $1.28 Billion
Q3 2024 Nov 07, 2024	BUY	$181.06 - $197.17 $116,602 - $126,977	644 Added 11.34%	6,323 $1.25 Billion
Q2 2024 Aug 01, 2024	BUY	$176.58 - $186.7 $94,823 - $100,257	537 Added 10.44%	5,679 $1.03 Billion
Q1 2024 May 03, 2024	BUY	$171.09 - $186.81 $879,744 - $960,577	5,142 New	5,142 $961 Million

Others Institutions Holding IVE

# of Institutions

1,708

Shares Held

163M

Call Options Held

128K

Put Options Held

51.5K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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