Moneywise, Inc. Ishares S&P 500 Value ETF Transaction History

Moneywise, Inc.

$199 Million
Q2 2025

A detailed history of Moneywise, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Moneywise, Inc. holds 1,793 shares of IVE stock, worth $355,767. This represents 0.18% of its overall portfolio holdings.

Number of Shares

1,793

Holding current value

$355,767

% of portfolio

0.18%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 15, 2025	BUY	$168.34 - $195.42 $301,833 - $350,388	1,793 New	1,793 $350,000

Others Institutions Holding IVE

# of Institutions

1,714

Shares Held

161M

Call Options Held

124K

Put Options Held

51.5K

Envestnet Asset Management Inc

18.6M
Shares

$3.7 Billion
1.19% of portfolio
Jpmorgan Chase & CO New York, NY

17.8M
Shares

$3.53 Billion
0.27% of portfolio
Morgan Stanley New York, NY

13.8M
Shares

$2.74 Billion
0.19% of portfolio
Bank Of America Corp Charlotte, NC

8.58M
Shares

$1.7 Billion
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

6.98M
Shares

$1.38 Billion
0.54% of portfolio

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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