Brass Tax Wealth Management, Inc Ishares S&P 500 Value ETF Transaction History

Brass Tax Wealth Management, Inc

$476 Billion
Q1 2025

A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 75,904 shares of IVE stock, worth $14.5 Million. This represents 3.04% of its overall portfolio holdings.

Number of Shares

75,904

Previous 74,951 1.27%

Holding current value

$14.5 Million

Previous $14.3 Billion 1.11%

% of portfolio

3.04%

Previous 3.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$185.78 - $198.58 $177,048 - $189,246	953 Added 1.27%	75,904 $14.5 Billion
Q4 2024 Apr 29, 2025	SELL	$189.5 - $206.17 $137,956 - $150,091	-728 Reduced 0.96%	74,951 $14.3 Billion
Q3 2024 Apr 29, 2025	BUY	$181.06 - $197.17 $136,338 - $148,469	753 Added 1.0%	75,679 $14.9 Billion
Q3 2024 Dec 12, 2024	SELL	$181.06 - $197.17 $137,786 - $150,046	-761 Reduced 1.01%	74,926 $14.8 Million
Q2 2024 Dec 12, 2024	BUY	$176.58 - $186.7 $13.4 Million - $14.1 Million	75,687 New	75,687 $13.8 Billion
Q1 2024 Jul 31, 2024	BUY	$171.09 - $186.81 $13.1 Million - $14.3 Million	76,303 New	76,303 $14.3 Billion

Others Institutions Holding IVE

# of Institutions

1,695

Shares Held

160M

Call Options Held

124K

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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Brass Tax Wealth Management, Inc Ishares S&P 500 Value ETF Transaction History