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

Moss Adams Wealth Advisors LLC

  • $950 Billion
  • Q1 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 4,526 shares of IVE stock, worth $862,655. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,526
Previous 4,525 0.02%
Holding current value
$862,655
Previous $864 Million 0.13%
% of portfolio
0.09%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,696
Shares Held
160M
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
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