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

Midland Wealth Advisors LLC

$1.81 Trillion
Q2 2025

A detailed history of Midland Wealth Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Midland Wealth Advisors LLC holds 6,794 shares of IVE stock, worth $1.35 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

6,794

Previous 7,348 7.54%

Holding current value

$1.35 Million

Previous $1.4 Billion 5.19%

% of portfolio

0.07%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$168.34 - $195.42 $93,260 - $108,262	-554 Reduced 7.54%	6,794 $1.33 Billion
Q1 2025 Apr 14, 2025	SELL	$185.78 - $198.58 $61,307 - $65,531	-330 Reduced 4.3%	7,348 $1.4 Billion
Q4 2024 Feb 07, 2025	SELL	$189.5 - $206.17 $9,664 - $10,514	-51 Reduced 0.66%	7,678 $1.47 Billion
Q3 2024 Oct 23, 2024	SELL	$181.06 - $197.17 $249,138 - $271,305	-1,376 Reduced 15.11%	7,729 $1.52 Billion
Q2 2024 Aug 01, 2024	SELL	$176.58 - $186.7 $300,362 - $317,576	-1,701 Reduced 15.74%	9,105 $1.66 Billion
Q1 2024 May 13, 2024	SELL	$171.09 - $186.81 $54,577 - $59,592	-319 Reduced 2.87%	10,806 $2.02 Billion
Q4 2023 Feb 14, 2024	BUY	$147.64 - $174.21 $1.64 Million - $1.94 Million	11,125 New	11,125 $1.93 Billion

Others Institutions Holding IVE

# of Institutions

1,707

Shares Held

165M

Call Options Held

128K

Put Options Held

50K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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