Omni 360 Wealth, Inc. Ishares S&P 500 Value ETF Transaction History

Omni 360 Wealth, Inc.

$203 Billion
Q2 2025

A detailed history of Omni 360 Wealth, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Omni 360 Wealth, Inc. holds 6,061 shares of IVE stock, worth $1.22 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

6,061

Previous 5,017 20.81%

Holding current value

$1.22 Million

Previous $956 Million 23.88%

% of portfolio

0.58%

Previous 0.56%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$168.34 - $195.42 $175,746 - $204,018	1,044 Added 20.81%	6,061 $1.18 Billion
Q1 2025 Apr 30, 2025	BUY	$185.78 - $198.58 $160,142 - $171,175	862 Added 20.75%	5,017 $956 Million
Q4 2024 Feb 14, 2025	BUY	$189.5 - $206.17 $70,683 - $76,901	373 Added 9.86%	4,155 $793 Million
Q3 2024 Oct 24, 2024	BUY	$181.06 - $197.17 $66,630 - $72,558	368 Added 10.78%	3,782 $746 Million
Q2 2024 Jul 19, 2024	BUY	$176.58 - $186.7 $160,864 - $170,083	911 Added 36.4%	3,414 $621 Million
Q1 2024 Apr 19, 2024	BUY	$171.09 - $186.81 $428,238 - $467,585	2,503 New	2,503 $468 Million

Others Institutions Holding IVE

# of Institutions

1,708

Shares Held

161M

Call Options Held

124K

Put Options Held

51.5K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Omni 360 Wealth, Inc. Ishares S&P 500 Value ETF Transaction History