Merkkuri Wealth Advisors LLC Ishares S&P 500 Value ETF Transaction History

Merkkuri Wealth Advisors LLC

  • $132 Billion
  • Q2 2025

A detailed history of Merkkuri Wealth Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 9,801 shares of IVE stock, worth $1.95 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares
9,801
Previous 7,726 26.86%
Holding current value
$1.95 Million
Previous $1.47 Billion 30.08%
% of portfolio
1.45%
Previous 1.26%

Shares

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

Aug 04, 2025
BUY
$168.34 - $195.42 $349,305 - $405,496
2,075 Added 26.86%
9,801 $1.92 Billion
Q1 2025

Apr 22, 2025
BUY
$185.78 - $198.58 $537,461 - $574,491
2,893 Added 59.86%
7,726 $1.47 Billion
Q4 2024

Jan 21, 2025
BUY
$189.5 - $206.17 $137,198 - $149,267
724 Added 17.62%
4,833 $922 Million
Q3 2024

Oct 23, 2024
BUY
$181.06 - $197.17 $188,121 - $204,859
1,039 Added 33.84%
4,109 $810 Million
Q2 2024

Oct 23, 2024
BUY
$176.58 - $186.7 $542,100 - $573,169
3,070 New
3,070 $559 Million

Others Institutions Holding IVE

# of Institutions
1,707
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
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