Blue Chip Wealth Advisors LLC Ishares S&P 500 Value ETF Transaction History

Blue Chip Wealth Advisors LLC

  • $204 Billion
  • Q1 2025

A detailed history of Blue Chip Wealth Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 1,958 shares of IVE stock, worth $359,155. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,958
Previous 3,733 47.55%
Holding current value
$359,155
Previous $713 Million 47.63%
% of portfolio
0.18%
Previous 0.4%

Shares

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

May 06, 2025
SELL
$185.78 - $198.58 $329,759 - $352,479
-1,775 Reduced 47.55%
1,958 $373 Million
Q4 2024

Feb 12, 2025
BUY
$189.5 - $206.17 $337,310 - $366,982
1,780 Added 91.14%
3,733 $713 Million
Q2 2024

Aug 12, 2024
BUY
$176.58 - $186.7 $6,356 - $6,721
36 Added 1.88%
1,953 $355 Million
Q4 2023

Mar 15, 2024
BUY
$147.64 - $174.21 $283,025 - $333,960
1,917 New
1,917 $333 Million

Others Institutions Holding IVE

# of Institutions
1,691
Shares Held
156M
Call Options Held
107K
Put Options Held
60.6K
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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