Lifelong Wealth Advisors, Inc. Ishares S&P 500 Value ETF Transaction History

Lifelong Wealth Advisors, Inc.

  • $336 Billion
  • Q3 2025

A detailed history of Lifelong Wealth Advisors, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 25,503 shares of IVE stock, worth $5.35 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
25,503
Previous 22,784 11.93%
Holding current value
$5.35 Million
Previous $4.45 Billion 18.29%
% of portfolio
1.57%
Previous 1.48%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$194.44 - $206.51 $528,682 - $561,500
2,719 Added 11.93%
25,503 $5.27 Billion
Q2 2025

Jul 09, 2025
BUY
$168.34 - $195.42 $353,850 - $410,772
2,102 Added 10.16%
22,784 $4.45 Billion
Q1 2025

Apr 23, 2025
BUY
$185.78 - $198.58 $1.12 Million - $1.2 Million
6,050 Added 41.35%
20,682 $3.94 Billion
Q4 2024

Feb 13, 2025
BUY
$189.5 - $206.17 $2.77 Million - $3.02 Million
14,632 New
14,632 $2.79 Billion

Others Institutions Holding IVE

# of Institutions
1,766
Shares Held
168M
Call Options Held
67.9K
Put Options Held
38.7K
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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