Forefront Wealth Partners, LLC Ishares S&P 500 Value ETF Transaction History

Forefront Wealth Partners, LLC

  • $146 Billion
  • Q2 2025

A detailed history of Forefront Wealth Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Forefront Wealth Partners, LLC holds 11,598 shares of IVE stock, worth $2.41 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
11,598
Previous 8,416 37.81%
Holding current value
$2.41 Million
Previous $1.6 Billion 38.77%
% of portfolio
1.53%
Previous 1.09%

Shares

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

Aug 20, 2025
BUY
$168.34 - $195.42 $535,657 - $621,826
3,182 Added 37.81%
11,598 $2.23 Billion
Q1 2025

May 14, 2025
SELL
$185.78 - $198.58 $101,993 - $109,020
-549 Reduced 6.12%
8,416 $1.6 Billion
Q4 2024

May 14, 2025
BUY
$189.5 - $206.17 $1.7 Million - $1.85 Million
8,965 New
8,965 $1.71 Billion

Others Institutions Holding IVE

# of Institutions
1,708
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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