Enzi Wealth Ishares S&P 500 Value ETF Transaction History

Enzi Wealth

$258 Million
Q2 2025

A detailed history of Enzi Wealth transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Enzi Wealth holds 2,033 shares of IVE stock, worth $404,119. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,033

Previous 2,004 1.45%

Holding current value

$404,119

Previous $381,000 4.2%

% of portfolio

0.15%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$168.34 - $195.42 $4,881 - $5,667	29 Added 1.45%	2,033 $397,000
Q4 2024 Jan 23, 2025	SELL	$189.5 - $206.17 $15,728 - $17,112	-83 Reduced 3.98%	2,004 $382,000
Q2 2024 Jul 22, 2024	SELL	$176.58 - $186.7 $5,650 - $5,974	-32 Reduced 1.51%	2,087 $379,000
Q1 2024 Apr 16, 2024	BUY	$171.09 - $186.81 $2,053 - $2,241	12 Added 0.57%	2,119 $395,000
Q4 2023 Feb 14, 2024	SELL	$147.64 - $174.21 $6,643 - $7,839	-45 Reduced 2.09%	2,107 $366,000
Q2 2023 Jul 14, 2023	SELL	$149.72 - $161.19 $41,173 - $44,327	-275 Reduced 11.33%	2,152 $346,000
Q1 2023 Apr 18, 2023	SELL	$144.21 - $159.47 $62,731 - $69,369	-435 Reduced 15.2%	2,427 $368,000
Q3 2022 Nov 14, 2022	BUY	$128.52 - $150.96 $367,824 - $432,047	2,862 New	2,862 $423,000

Others Institutions Holding IVE

# of Institutions

1,707

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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