Lighthouse Wealth Management Inc. Ishares S&P 500 Value ETF Transaction History

Lighthouse Wealth Management Inc.

  • $116 Billion
  • Q2 2025

A detailed history of Lighthouse Wealth Management Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Lighthouse Wealth Management Inc. holds 2,060 shares of IVE stock, worth $409,486. This represents 0.35% of its overall portfolio holdings.

Number of Shares
2,060
Previous 2,316 11.05%
Holding current value
$409,486
Previous $441 Million 8.79%
% of portfolio
0.35%
Previous 0.4%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
SELL
$168.34 - $195.42 $43,095 - $50,027
-256 Reduced 11.05%
2,060 $403 Million
Q4 2024

Jan 22, 2025
BUY
$189.5 - $206.17 $438,882 - $477,489
2,316 New
2,316 $442 Million

Others Institutions Holding IVE

# of Institutions
1,708
Shares Held
163M
Call Options Held
128K
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 Lighthouse Wealth Management Inc. Portfolio

Follow Lighthouse Wealth Management Inc. 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 Lighthouse Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lighthouse Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email