Lee Kelleher Wealth Management Ishares S&P 500 Value ETF Transaction History

Lee Kelleher Wealth Management

  • $151 Billion
  • Q2 2025

A detailed history of Lee Kelleher Wealth Management transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Lee Kelleher Wealth Management holds 3,647 shares of IVE stock, worth $749,969. This represents 0.47% of its overall portfolio holdings.

Number of Shares
3,647
Previous 3,647 -0.0%
Holding current value
$749,969
Previous $695 Million 2.54%
% of portfolio
0.47%
Previous 0.51%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Apr 17, 2025
BUY
$189.5 - $206.17 $691,106 - $751,901
3,647 New
3,647 $696 Million

Others Institutions Holding IVE

# of Institutions
1,708
Shares Held
166M
Call Options Held
93.3K
Put Options Held
41K
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 Lee Kelleher Wealth Management Portfolio

Follow Lee Kelleher Wealth Management 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 Lee Kelleher Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lee Kelleher Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email