Gutierrez Wealth Advisory, LLC Ishares S&P 500 Value ETF Transaction History

Gutierrez Wealth Advisory, LLC

  • $156 Billion
  • Q3 2025

A detailed history of Gutierrez Wealth Advisory, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Gutierrez Wealth Advisory, LLC holds 1,090 shares of IVE stock, worth $228,474. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,090
Previous 1,096 0.55%
Holding current value
$228,474
Previous $214 Million 5.14%
% of portfolio
0.14%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$194.44 - $206.51 $1,166 - $1,239
-6 Reduced 0.55%
1,090 $225 Million
Q2 2025

Jul 22, 2025
BUY
$168.34 - $195.42 $184,500 - $214,180
1,096 New
1,096 $214 Million

Others Institutions Holding IVE

# of Institutions
1,769
Shares Held
169M
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
Track This Portfolio

Track Gutierrez Wealth Advisory, LLC Portfolio

Follow Gutierrez Wealth Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gutierrez Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gutierrez Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email