Ferguson Wellman Capital Management, Inc Ishares S&P 500 Value ETF Transaction History

Ferguson Wellman Capital Management, Inc

  • $5.48 Billion
  • Q2 2025

A detailed history of Ferguson Wellman Capital Management, Inc transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Ferguson Wellman Capital Management, Inc holds 1,599 shares of IVE stock, worth $327,139. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,599
Previous 1,625 1.6%
Holding current value
$327,139
Previous $309,000 0.97%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
SELL
$168.34 - $195.42 $4,376 - $5,080
-26 Reduced 1.6%
1,599 $312,000
Q1 2025

Apr 15, 2025
BUY
$185.78 - $198.58 $301,892 - $322,692
1,625 New
1,625 $309,000

Others Institutions Holding IVE

# of Institutions
1,711
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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