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

Iams Wealth Management, LLC

$218 Billion
Q1 2025

A detailed history of Iams Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Iams Wealth Management, LLC holds 9,638 shares of IVE stock, worth $1.9 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

9,638

Previous 9,210 4.65%

Holding current value

$1.9 Million

Previous $1.76 Billion 4.48%

% of portfolio

0.84%

Previous 0.8%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$185.78 - $198.58 $79,513 - $84,992	428 Added 4.65%	9,638 $1.84 Billion
Q4 2024 Jan 23, 2025	BUY	$189.5 - $206.17 $143,641 - $156,276	758 Added 8.97%	9,210 $1.76 Billion
Q3 2024 Oct 11, 2024	BUY	$181.06 - $197.17 $116,964 - $127,371	646 Added 8.28%	8,452 $1.67 Billion
Q2 2024 Aug 05, 2024	BUY	$176.58 - $186.7 $180,111 - $190,434	1,020 Added 15.03%	7,806 $1.42 Billion
Q1 2024 Apr 18, 2024	SELL	$171.09 - $186.81 $18,477 - $20,175	-108 Reduced 1.57%	6,786 $1.22 Billion
Q4 2023 Feb 07, 2024	BUY	$147.64 - $174.21 $125,936 - $148,601	853 Added 14.12%	6,894 $1.2 Billion
Q3 2023 Nov 14, 2023	BUY	$153.33 - $166.75 $926,266 - $1.01 Million	6,041 New	6,041 $929 Million
Q1 2023 Oct 30, 2023	BUY	$144.21 - $159.47 $123,876 - $136,984	859 Added 25.54%	4,222 $632 Million
Q4 2022 Oct 27, 2023	BUY	$129.68 - $151.79 $436,113 - $510,469	3,363 New	3,363 $488 Million

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

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