Ma Private Wealth Ishares S&P 500 Value ETF Transaction History

Ma Private Wealth

$574 Million
Q3 2025

A detailed history of Ma Private Wealth transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Ma Private Wealth holds 7,501 shares of IVE stock, worth $1.57 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

7,501

Previous 7,329 2.35%

Holding current value

$1.57 Million

Previous $1.43 Million 8.17%

% of portfolio

0.27%

Previous 0.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$194.44 - $206.51 $33,443 - $35,519	172 Added 2.35%	7,501 $1.55 Million
Q2 2025 Jul 24, 2025	SELL	$168.34 - $195.42 $776,384 - $901,277	-4,612 Reduced 38.62%	7,329 $1.43 Million
Q1 2025 May 01, 2025	BUY	$185.78 - $198.58 $3,344 - $3,574	18 Added 0.15%	11,941 $2.28 Million
Q4 2024 Jan 24, 2025	BUY	$189.5 - $206.17 $15,728 - $17,112	83 Added 0.7%	11,923 $2.28 Million
Q3 2024 Oct 23, 2024	BUY	$181.06 - $197.17 $112,800 - $122,836	623 Added 5.55%	11,840 $2.33 Million

Q2 2024 Aug 05, 2024	BUY	$176.58 - $186.7 $1.98 Million - $2.09 Million	11,217 New	11,217 $2.04 Million

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

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Ma Private Wealth Ishares S&P 500 Value ETF Transaction History