Form Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Form Wealth Advisors, LLC

  • $827 Billion
  • Q2 2025

A detailed history of Form Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Form Wealth Advisors, LLC holds 16,883 shares of IVE stock, worth $3.39 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
16,883
Previous 16,048 5.2%
Holding current value
$3.39 Million
Previous $3.06 Billion 7.87%
% of portfolio
0.4%
Previous 0.42%

Shares

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

Jul 16, 2025
BUY
$168.34 - $195.42 $140,563 - $163,175
835 Added 5.2%
16,883 $3.3 Billion
Q1 2025

Apr 22, 2025
BUY
$185.78 - $198.58 $2.98 Million - $3.19 Million
16,048 New
16,048 $3.06 Billion

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

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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