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

Partners Wealth Management, LLC

  • $88.2 Billion
  • Q1 2025

A detailed history of Partners Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Partners Wealth Management, LLC holds 11,720 shares of IVE stock, worth $2.15 Million. This represents 2.53% of its overall portfolio holdings.

Number of Shares
11,720
Previous 11,440 2.45%
Holding current value
$2.15 Million
Previous $2.18 Billion 2.29%
% of portfolio
2.53%
Previous 2.48%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$185.78 - $198.58 $52,018 - $55,602
280 Added 2.45%
11,720 $2.23 Billion
Q4 2024

Feb 04, 2025
BUY
$189.5 - $206.17 $2.17 Million - $2.36 Million
11,440 New
11,440 $2.18 Billion

Others Institutions Holding IVE

# of Institutions
1,694
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
Track This Portfolio

Track Partners Wealth Management, LLC Portfolio

Follow Partners Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Partners Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Partners Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email