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

Emergent Wealth Advisors, LLC

  • $173 Billion
  • Q3 2025

A detailed history of Emergent Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Emergent Wealth Advisors, LLC holds 6,897 shares of IVE stock, worth $1.41 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
6,897
Previous 6,563 5.09%
Holding current value
$1.41 Million
Previous $1.28 Billion 11.05%
% of portfolio
0.83%
Previous 0.82%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$194.44 - $206.51 $64,942 - $68,974
334 Added 5.09%
6,897 $1.42 Billion
Q2 2025

Oct 30, 2025
BUY
$168.34 - $195.42 $50,838 - $59,016
302 Added 4.82%
6,563 $1.28 Billion
Q1 2025

Oct 30, 2025
BUY
$185.78 - $198.58 $140,635 - $150,325
757 Added 13.75%
6,261 $1.19 Billion
Q4 2024

Oct 30, 2025
BUY
$189.5 - $206.17 $1.04 Million - $1.13 Million
5,504 New
5,504 $1.05 Billion

Others Institutions Holding IVE

# of Institutions
1,745
Shares Held
166M
Call Options Held
93.3K
Put Options Held
41K
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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