Evergreen Private Wealth LLC Ishares S&P 500 Value ETF Transaction History

Evergreen Private Wealth LLC

  • $214 Billion
  • Q1 2025

A detailed history of Evergreen Private Wealth LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 3,031 shares of IVE stock, worth $555,976. This represents 0.27% of its overall portfolio holdings.

Number of Shares
3,031
Previous 3,134 3.29%
Holding current value
$555,976
Previous $598 Million 3.44%
% of portfolio
0.27%
Previous 0.28%

Shares

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

May 01, 2025
SELL
$185.78 - $198.58 $19,135 - $20,453
-103 Reduced 3.29%
3,031 $578 Million
Q4 2024

Feb 06, 2025
BUY
$189.5 - $206.17 $17,244 - $18,761
91 Added 2.99%
3,134 $598 Million
Q3 2024

Oct 31, 2024
BUY
$181.06 - $197.17 $31,323 - $34,110
173 Added 6.03%
3,043 $600 Million
Q2 2024

Aug 12, 2024
SELL
$176.58 - $186.7 $7,063 - $7,468
-40 Reduced 1.37%
2,870 $522 Million
Q1 2024

Apr 16, 2024
SELL
$171.09 - $186.81 $7,527 - $8,219
-44 Reduced 1.49%
2,910 $544 Million
Q4 2023

Feb 08, 2024
BUY
$147.64 - $174.21 $436,128 - $514,616
2,954 New
2,954 $514 Million

Others Institutions Holding IVE

# of Institutions
1,684
Shares Held
154M
Call Options Held
107K
Put Options Held
60.7K
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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