C2 C Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History

C2 C Wealth Management, LLC

  • $110 Million
  • Q2 2025

A detailed history of C2 C Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, C2 C Wealth Management, LLC holds 3,376 shares of IVE stock, worth $677,124. This represents 0.6% of its overall portfolio holdings.

Number of Shares
3,376
Previous 3,351 0.75%
Holding current value
$677,124
Previous $638,000 3.29%
% of portfolio
0.6%
Previous 0.6%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$168.34 - $195.42 $4,208 - $4,885
25 Added 0.75%
3,376 $659,000
Q1 2025

Apr 23, 2025
BUY
$185.78 - $198.58 $4,644 - $4,964
25 Added 0.75%
3,351 $638,000
Q1 2024

Apr 29, 2024
SELL
$171.09 - $186.81 $23,952 - $26,153
-140 Reduced 4.04%
3,326 $621,000
Q2 2022

Jul 22, 2022
BUY
$133.27 - $158.52 $7,996 - $9,511
60 Added 1.76%
3,466 $488,000
Q4 2021

Feb 23, 2022
BUY
$145.8 - $156.8 $496,594 - $534,060
3,406 New
3,406 $533,000

Others Institutions Holding IVE

# of Institutions
1,708
Shares Held
161M
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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