Long View Wealth Management Ishares S&P 500 Value ETF Transaction History

Long View Wealth Management

$330 Billion
Q2 2025

A detailed history of Long View Wealth Management transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Long View Wealth Management holds 1,875 shares of IVE stock, worth $387,206. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,875

Previous 1,850 1.35%

Holding current value

$387,206

Previous $353 Million 3.9%

% of portfolio

0.11%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$168.34 - $195.42 $4,208 - $4,885	25 Added 1.35%	1,875 $366 Million
Q1 2025 Apr 21, 2025	SELL	$185.78 - $198.58 $27,867 - $29,787	-150 Reduced 7.5%	1,850 $353 Million
Q4 2024 Jan 15, 2025	SELL	$189.5 - $206.17 $17,055 - $18,555	-90 Reduced 4.31%	2,000 $382 Million
Q3 2024 Oct 09, 2024	SELL	$181.06 - $197.17 $20,097 - $21,885	-111 Reduced 5.04%	2,090 $412 Million
Q2 2024 Jul 22, 2024	SELL	$176.58 - $186.7 $1,589 - $1,680	-9 Reduced 0.41%	2,201 $401 Million
Q1 2024 Apr 16, 2024	BUY	$171.09 - $186.81 $20,530 - $22,417	120 Added 5.74%	2,210 $413 Million
Q4 2023 Jan 10, 2024	BUY	$147.64 - $174.21 $308,567 - $364,098	2,090 New	2,090 $364 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

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Long View Wealth Management Ishares S&P 500 Value ETF Transaction History