Facet Wealth, Inc. Ishares S&P 500 Value ETF Transaction History

Facet Wealth, Inc.

$3.82 Billion
Q1 2025

A detailed history of Facet Wealth, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Facet Wealth, Inc. holds 1,150 shares of IVE stock, worth $210,944. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,150

Holding current value

$210,944

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 07, 2025	BUY	$185.78 - $198.58 $213,647 - $228,367	1,150 New	1,150 $219,000

Others Institutions Holding IVE

# of Institutions

1,696

Shares Held

158M

Call Options Held

107K

Put Options Held

60.6K

Envestnet Asset Management Inc

18.6M
Shares

$3.42 Billion
1.19% of portfolio
Jpmorgan Chase & CO New York, NY

16.9M
Shares

$3.09 Billion
0.26% of portfolio
Morgan Stanley New York, NY

13M
Shares

$2.39 Billion
0.18% of portfolio
Bank Of America Corp Charlotte, NC

8.15M
Shares

$1.49 Billion
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

6.98M
Shares

$1.28 Billion
0.54% of portfolio

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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