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

Gateway Wealth Partners, LLC

$527 Billion
Q2 2025

A detailed history of Gateway Wealth Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 20,422 shares of IVE stock, worth $4.24 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

20,422

Previous 16,629 22.81%

Holding current value

$4.24 Million

Previous $3.17 Billion 25.93%

% of portfolio

0.76%

Previous 0.71%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$168.34 - $195.42 $638,513 - $741,228	3,793 Added 22.81%	20,422 $3.99 Billion
Q1 2025 Apr 30, 2025	BUY	$185.78 - $198.58 $1.01 Million - $1.08 Million	5,451 Added 48.77%	16,629 $3.17 Billion
Q4 2024 Jan 22, 2025	BUY	$189.5 - $206.17 $179,077 - $194,830	945 Added 9.23%	11,178 $2.13 Billion
Q3 2024 Oct 24, 2024	BUY	$181.06 - $197.17 $114,792 - $125,005	634 Added 6.6%	10,233 $2.02 Billion
Q2 2024 Aug 16, 2024	BUY	$176.58 - $186.7 $168,457 - $178,111	954 Added 11.04%	9,599 $1.75 Billion
Q1 2024 May 14, 2024	BUY	$171.09 - $186.81 $1.48 Million - $1.61 Million	8,645 New	8,645 $1.61 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

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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