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

Fsm Wealth Advisors, LLC

  • $690 Million
  • Q3 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 4,584 shares of IVE stock, worth $960,852. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,584
Previous 4,584 -0.0%
Holding current value
$960,852
Previous $895,000 5.7%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Jul 30, 2025
BUY
$168.34 - $195.42 $19,022 - $22,082
113 Added 2.53%
4,584 $895,000
Q4 2024

Jan 24, 2025
SELL
$189.5 - $206.17 $189 - $206
-1 Reduced 0.02%
4,471 $853,000
Q2 2024

Jul 12, 2024
BUY
$176.58 - $186.7 $176 - $186
1 Added 0.02%
4,472 $813,000
Q2 2023

Jul 12, 2023
BUY
$149.72 - $161.19 $4,641 - $4,996
31 Added 0.7%
4,471 $720,000
Q3 2022

Oct 24, 2022
BUY
$128.52 - $150.96 $219,512 - $257,839
1,708 Added 62.52%
4,440 $571,000
Q2 2022

Aug 12, 2022
BUY
$133.27 - $158.52 $364,093 - $433,076
2,732 New
2,732 $396,000

Others Institutions Holding IVE

# of Institutions
1,764
Shares Held
168M
Call Options Held
67.9K
Put Options Held
38.7K
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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