Oxinas Partners Wealth Management LLC Ishares S&P 500 Value ETF Transaction History

Oxinas Partners Wealth Management LLC

  • $183 Million
  • Q2 2025

A detailed history of Oxinas Partners Wealth Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Oxinas Partners Wealth Management LLC holds 8,082 shares of IVE stock, worth $1.65 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
8,082
Previous 7,164 12.81%
Holding current value
$1.65 Million
Previous $1.35 Million 16.79%
% of portfolio
0.86%
Previous 0.85%

Shares

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

Jul 15, 2025
BUY
$168.34 - $195.42 $154,536 - $179,395
918 Added 12.81%
8,082 $1.58 Million
Q1 2025

Apr 11, 2025
BUY
$185.78 - $198.58 $69,110 - $73,871
372 Added 5.48%
7,164 $1.35 Million
Q4 2024

Jan 17, 2025
BUY
$189.5 - $206.17 $11,749 - $12,782
62 Added 0.92%
6,792 $1.3 Million
Q3 2024

Oct 15, 2024
BUY
$181.06 - $197.17 $1.22 Million - $1.33 Million
6,730 New
6,730 $1.33 Million
Q4 2023

Jan 22, 2024
BUY
$147.64 - $174.21 $10,482 - $12,368
71 Added 1.1%
6,529 $1.14 Million
Q3 2023

Oct 25, 2023
SELL
$153.33 - $166.75 $36,952 - $40,186
-241 Reduced 3.6%
6,458 $993,000
Q2 2023

Jul 14, 2023
BUY
$149.72 - $161.19 $12,726 - $13,701
85 Added 1.29%
6,699 $1.08 Million
Q1 2023

Apr 12, 2023
BUY
$144.21 - $159.47 $953,804 - $1.05 Million
6,614 New
6,614 $1 Million
Q3 2022

Oct 17, 2022
SELL
$128.52 - $150.96 $14,008 - $16,454
-109 Reduced 1.54%
6,952 $893,000
Q2 2022

Jul 15, 2022
BUY
$133.27 - $158.52 $21,056 - $25,046
158 Added 2.29%
7,061 $971,000
Q1 2022

Apr 20, 2022
BUY
$147.46 - $159.06 $1.02 Million - $1.1 Million
6,903 New
6,903 $1.08 Million

Others Institutions Holding IVE

# of Institutions
1,714
Shares Held
166M
Call Options Held
93.3K
Put Options Held
41K
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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