Foguth Wealth Management, Llc. Ishares S&P 500 Value ETF Transaction History

Foguth Wealth Management, Llc.

  • $412 Billion
  • Q1 2025

A detailed history of Foguth Wealth Management, Llc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Foguth Wealth Management, Llc. holds 1,080 shares of IVE stock, worth $205,848. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,080
Previous 2,996 63.95%
Holding current value
$205,848
Previous $588 Million 64.97%
% of portfolio
0.05%
Previous 0.15%

Shares

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

May 15, 2025
SELL
$185.78 - $198.58 $355,954 - $380,479
-1,916 Reduced 63.95%
1,080 $206 Million
Q4 2024

Jan 27, 2025
SELL
$189.5 - $206.17 $86,980 - $94,632
-459 Reduced 13.29%
2,996 $588 Million
Q3 2024

Oct 09, 2024
SELL
$181.06 - $197.17 $81,658 - $88,923
-451 Reduced 11.55%
3,455 $676 Million
Q2 2024

Jul 16, 2024
SELL
$176.58 - $186.7 $164,572 - $174,004
-932 Reduced 19.26%
3,906 $711 Million
Q1 2024

Apr 17, 2024
BUY
$171.09 - $186.81 $827,733 - $903,786
4,838 New
4,838 $904 Million

Others Institutions Holding IVE

# of Institutions
1,696
Shares Held
160M
Call Options Held
124K
Put Options Held
51.5K
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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