Mc Naughton Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History

Mc Naughton Wealth Management, LLC

  • $217 Million
  • Q2 2025

A detailed history of Mc Naughton Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 61,114 shares of IVE stock, worth $12.1 Million. This represents 5.51% of its overall portfolio holdings.

Number of Shares
61,114
Previous 54,554 12.02%
Holding current value
$12.1 Million
Previous $10.3 Million 15.99%
% of portfolio
5.51%
Previous 5.18%

Shares

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

Jul 21, 2025
BUY
$168.34 - $195.42 $1.1 Million - $1.28 Million
6,560 Added 12.02%
61,114 $11.9 Million
Q1 2025

Apr 09, 2025
BUY
$185.78 - $198.58 $10.1 Million - $10.8 Million
54,554 New
54,554 $10.3 Million

Others Institutions Holding IVE

# of Institutions
1,714
Shares Held
161M
Call Options Held
124K
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
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