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

Fsc Wealth Advisors, LLC

$171 Million
Q3 2025

A detailed history of Fsc Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Fsc Wealth Advisors, LLC holds 1,023 shares of IVE stock, worth $209,295. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,023

Holding current value

$209,295

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 17, 2025	BUY	$194.44 - $206.51 $198,912 - $211,259	1,023 New	1,023 $211,000

Others Institutions Holding IVE

# of Institutions

1,714

Shares Held

166M

Call Options Held

93.3K

Put Options Held

41K

Envestnet Asset Management Inc

21M
Shares

$4.29 Billion
1.26% of portfolio
Jpmorgan Chase & CO New York, NY

17.8M
Shares

$3.64 Billion
0.27% of portfolio
Morgan Stanley New York, NY

14.1M
Shares

$2.89 Billion
0.19% of portfolio
Bank Of America Corp Charlotte, NC

8.32M
Shares

$1.7 Billion
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

7.91M
Shares

$1.62 Billion
0.55% 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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Fsc Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History