Horizon Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History

Horizon Wealth Management, LLC

  • $590 Million
  • Q1 2025

A detailed history of Horizon Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 189,783 shares of IVE stock, worth $34.8 Million. This represents 6.07% of its overall portfolio holdings.

Number of Shares
189,783
Holding current value
$34.8 Million
% of portfolio
6.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$185.78 - $198.58 $35.3 Million - $37.7 Million
189,783 New
189,783 $35.8 Million
Q3 2024

Oct 16, 2024
BUY
$181.06 - $197.17 $2.99 Million - $3.26 Million
16,512 New
16,512 $3.26 Million

Others Institutions Holding IVE

# of Institutions
1,683
Shares Held
154M
Call Options Held
107K
Put Options Held
60.7K
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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