Evermay Wealth Management LLC Ishares S&P 500 Value ETF Transaction History

Evermay Wealth Management LLC

$806 Million
Q2 2025

A detailed history of Evermay Wealth Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 1,740 shares of IVE stock, worth $347,478. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,740

Previous 1,817 4.24%

Holding current value

$347,478

Previous $346,000 1.73%

% of portfolio

0.04%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$168.34 - $195.42 $12,962 - $15,047	-77 Reduced 4.24%	1,740 $340,000
Q3 2024 Oct 25, 2024	BUY	$181.06 - $197.17 $13,941 - $15,182	77 Added 4.43%	1,817 $358,000
Q1 2024 May 13, 2024	BUY	$171.09 - $186.81 $8,554 - $9,340	50 Added 2.96%	1,740 $325,000
Q4 2023 Feb 09, 2024	BUY	$147.64 - $174.21 $46,949 - $55,398	318 Added 23.18%	1,690 $293,000
Q1 2023 May 15, 2023	BUY	$144.21 - $159.47 $43,839 - $48,478	304 Added 28.46%	1,372 $208,000
Q3 2022 Nov 14, 2022	BUY	$128.52 - $150.96 $70,686 - $83,028	550 Added 106.18%	1,068 $137,000
Q2 2021 Aug 13, 2021	BUY	$142.18 - $151.25 $73,649 - $78,347	518 New	518 $76,000

Others Institutions Holding IVE

# of Institutions

1,714

Shares Held

161M

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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Evermay Wealth Management LLC Ishares S&P 500 Value ETF Transaction History