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 $15.2 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares
77,037
Previous 77,901 1.11%
Holding current value
$15.2 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
1,698
Shares Held
160M
Call Options Held
124K
Put Options Held
51.5K
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 Independent Solutions Wealth Management, LLC Portfolio

Follow Independent Solutions Wealth Management, 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 Independent Solutions Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Independent Solutions Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email