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

Independent Solutions Wealth Management, LLC

  • $447 Billion
  • Q1 2025

A detailed history of Independent Solutions Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 77,037 shares of IVE stock, worth $14.1 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares
77,037
Previous 77,901 1.11%
Holding current value
$14.1 Million
Previous $14.9 Billion 1.26%
% of portfolio
3.29%
Previous 3.25%

Shares

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

Apr 23, 2025
SELL
$185.78 - $198.58 $160,513 - $171,573
-864 Reduced 1.11%
77,037 $14.7 Billion
Q4 2024

Feb 11, 2025
SELL
$189.5 - $206.17 $4.54 Million - $4.94 Million
-23,967 Reduced 23.53%
77,901 $14.9 Billion
Q3 2024

Dec 19, 2024
SELL
$181.06 - $197.17 $1.89 Million - $2.06 Million
-10,466 Reduced 9.32%
101,868 $20.1 Billion
Q2 2024

Dec 19, 2024
BUY
$176.58 - $186.7 $39,730 - $42,007
225 Added 0.2%
112,334 $20.4 Billion
Q1 2024

Dec 19, 2024
SELL
$171.09 - $186.81 $270,835 - $295,720
-1,583 Reduced 1.39%
112,109 $20.9 Billion
Q4 2023

Dec 19, 2024
BUY
$147.64 - $174.21 $11,072 - $13,065
75 Added 0.07%
113,692 $19.8 Billion
Q3 2023

Dec 19, 2024
SELL
$153.33 - $166.75 $1.95 Million - $2.12 Million
-12,720 Reduced 10.07%
113,617 $17.5 Billion
Q2 2023

Dec 19, 2024
SELL
$149.72 - $161.19 $75,009 - $80,756
-501 Reduced 0.39%
126,337 $20.4 Billion
Q1 2023

Dec 19, 2024
SELL
$144.21 - $159.47 $590,684 - $653,189
-4,096 Reduced 3.13%
126,838 $19.2 Billion
Q4 2022

Dec 19, 2024
SELL
$129.68 - $151.79 $429,889 - $503,183
-3,315 Reduced 2.47%
130,934 $19 Billion
Q3 2022

Dec 19, 2024
SELL
$128.52 - $150.96 $227,994 - $267,803
-1,774 Reduced 1.3%
134,249 $17.3 Billion
Q2 2022

Dec 19, 2024
BUY
$133.27 - $158.52 $534,412 - $635,665
4,010 Added 3.04%
136,023 $18.7 Billion
Q1 2022

Dec 19, 2024
SELL
$147.46 - $159.06 $37,012 - $39,924
-251 Reduced 0.19%
132,013 $20.6 Billion
Q4 2021

Dec 19, 2024
SELL
$145.8 - $156.8 $638,166 - $686,313
-4,377 Reduced 3.2%
132,264 $20.7 Billion
Q3 2021

Dec 19, 2024
SELL
$143.75 - $152.0 $2.91 Million - $3.07 Million
-20,225 Reduced 12.89%
136,641 $19.9 Billion
Q2 2021

Dec 19, 2024
SELL
$142.18 - $151.25 $766,208 - $815,086
-5,389 Reduced 3.32%
156,866 $23.2 Billion
Q1 2021

Dec 19, 2024
BUY
$125.98 - $142.4 $536,548 - $606,481
4,259 Added 2.7%
162,255 $22.9 Billion
Q4 2020

Dec 19, 2024
BUY
$109.93 - $128.18 $836,567 - $975,449
7,610 Added 5.06%
157,996 $20.2 Billion
Q3 2020

Dec 19, 2024
BUY
$106.77 - $118.22 $272,583 - $301,815
2,553 Added 1.73%
150,386 $16.9 Billion
Q2 2020

Dec 19, 2024
BUY
$91.94 - $119.67 $307,723 - $400,535
3,347 Added 2.32%
147,833 $16 Billion
Q1 2020

Dec 19, 2024
BUY
$82.97 - $131.79 $197,800 - $314,187
2,384 Added 1.68%
144,486 $13.9 Billion
Q4 2019

Dec 13, 2024
BUY
$115.41 - $130.26 $16.4 Million - $18.5 Million
142,102 New
142,102 $18.5 Billion

Others Institutions Holding IVE

# of Institutions
1,691
Shares Held
156M
Call Options Held
107K
Put Options Held
60.6K
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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