Net Worth Advisory Group Ishares S&P 500 Value ETF Transaction History

Net Worth Advisory Group

$495 Billion
Q4 2025

A detailed history of Net Worth Advisory Group transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Net Worth Advisory Group holds 51,810 shares of IVE stock, worth $10.9 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares

51,810

Previous 5,643 818.13%

Holding current value

$10.9 Million

Previous $1.17 Billion 842.86%

% of portfolio

2.22%

Previous 0.34%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$202.52 - $212.07 $9.35 Million - $9.79 Million	46,167 Added 818.13%	51,810 $11 Billion
Q3 2025 Oct 14, 2025	SELL	$194.44 - $206.51 $9.12 Million - $9.69 Million	-46,928 Reduced 89.27%	5,643 $1.17 Billion
Q2 2025 Jul 21, 2025	BUY	$168.34 - $195.42 $7.95 Million - $9.23 Million	47,230 Added 884.29%	52,571 $10.3 Billion
Q1 2025 Apr 15, 2025	BUY	$185.78 - $198.58 $18,763 - $20,056	101 Added 1.93%	5,341 $1.02 Billion
Q4 2024 Feb 07, 2025	SELL	$189.5 - $206.17 $31,078 - $33,811	-164 Reduced 3.03%	5,240 $1 Billion

Q3 2024 Oct 17, 2024	BUY	$181.06 - $197.17 $978,448 - $1.07 Million	5,404 New	5,404 $1.07 Billion

Others Institutions Holding IVE

# of Institutions

1,774

Shares Held

170M

Call Options Held

67.9K

Put Options Held

38.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Net Worth Advisory Group Ishares S&P 500 Value ETF Transaction History