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

Merkkuri Wealth Advisors LLC

$138 Billion
Q3 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 10,014 shares of IVE stock, worth $2.1 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

10,014

Previous 9,801 2.17%

Holding current value

$2.1 Million

Previous $1.92 Billion 7.97%

% of portfolio

1.5%

Previous 1.45%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$194.44 - $206.51 $41,415 - $43,986	213 Added 2.17%	10,014 $2.07 Billion
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

1,766

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