A detailed history of Moneywise, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Moneywise, Inc. holds 1,742 shares of IVE stock, worth $365,140. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,742
Previous 1,793 2.84%
Holding current value
$365,140
Previous $350,000 2.57%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Oct 23, 2025

SELL
$194.44 - $206.51 $9,916 - $10,532
-51 Reduced 2.84%
1,742 $359,000
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

About ISHARES S&P 500 VALUE ETF


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

Track Moneywise, Inc. Portfolio

Follow Moneywise, Inc. 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 Moneywise, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Moneywise, Inc. with notifications on news.