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

Moss Adams Wealth Advisors LLC

  • $1.1 Trillion
  • Q2 2025

A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 4,525 shares of IVE stock, worth $897,850. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,525
Previous 4,526 0.02%
Holding current value
$897,850
Previous $863 Million 2.52%
% of portfolio
0.08%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$168.34 - $195.42 $168 - $195
-1 Reduced 0.02%
4,525 $884 Million
Q1 2025

Apr 14, 2025
BUY
$185.78 - $198.58 $185 - $198
1 Added 0.02%
4,526 $863 Million
Q3 2024

Oct 17, 2024
BUY
$181.06 - $197.17 $819,296 - $892,194
4,525 New
4,525 $892 Million

Others Institutions Holding IVE

# of Institutions
1,714
Shares Held
161M
Call Options Held
124K
Put Options Held
51.5K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Moss Adams Wealth Advisors LLC Portfolio

Follow Moss Adams 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 Moss Adams Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moss Adams Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email