My Legacy Advisors, LLC Ishares S&P 500 Value ETF Transaction History

My Legacy Advisors, LLC

$269 Million
Q2 2025

A detailed history of My Legacy Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, My Legacy Advisors, LLC holds 18,579 shares of IVE stock, worth $3.84 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

18,579

Previous 16,565 12.16%

Holding current value

$3.84 Million

Previous $3.13 Million 16.12%

% of portfolio

1.35%

Previous 1.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$168.34 - $195.42 $339,036 - $393,575	2,014 Added 12.16%	18,579 $3.63 Million
Q1 2025 Apr 15, 2025	BUY	$185.78 - $198.58 $960,482 - $1.03 Million	5,170 Added 45.37%	16,565 $3.13 Million
Q4 2024 Jan 16, 2025	BUY	$189.5 - $206.17 $28,804 - $31,337	152 Added 1.35%	11,395 $2.18 Million
Q3 2024 Oct 21, 2024	SELL	$181.06 - $197.17 $1.29 Million - $1.41 Million	-7,135 Reduced 38.82%	11,243 $2.22 Million
Q2 2024 Jul 24, 2024	BUY	$176.58 - $186.7 $3.25 Million - $3.43 Million	18,378 New	18,378 $3.34 Million
Q1 2024 Jul 25, 2024	SELL	$171.09 - $186.81 $490,686 - $535,771	-2,868 Reduced 15.61%	15,510 $2.9 Million

Others Institutions Holding IVE

# of Institutions

1,709

Shares Held

166M

Call Options Held

93.3K

Put Options Held

41K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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My Legacy Advisors, LLC Ishares S&P 500 Value ETF Transaction History