A detailed history of Mn Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Mn Wealth Advisors, LLC holds 4,256 shares of IVE stock, worth $892,100. This represents 0.47% of its overall portfolio holdings.

Number of Shares
4,256
Previous 4,076 4.42%
Holding current value
$892,100
Previous $797 Million 10.32%
% of portfolio
0.47%
Previous 0.46%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
$194.44 - $206.51 $34,999 - $37,171
180 Added 4.42%
4,256 $879 Million
Q2 2025

Jul 31, 2025

BUY
$168.34 - $195.42 $413,443 - $479,951
2,456 Added 151.6%
4,076 $797 Million
Q1 2025

Apr 18, 2025

BUY
$185.78 - $198.58 $300,963 - $321,699
1,620 New
1,620 $309 Million

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Mn Wealth Advisors, LLC Portfolio

Follow Mn Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mn Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mn Wealth Advisors, LLC with notifications on news.