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

Fsm Wealth Advisors, LLC

$603 Million
Q2 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 $911,207. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,584

Previous 4,471 2.53%

Holding current value

$911,207

Previous $852,000 5.05%

% of portfolio

0.15%

Previous 0.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,708

Shares Held

163M

Call Options Held

128K

Put Options Held

51.5K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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