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

Perfromance Wealth Partners, LLC

  • $3.08 Billion
  • Q2 2025

A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 1,936 shares of IVE stock, worth $384,838. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,936
Previous 2,028 4.54%
Holding current value
$384,838
Previous $386,000 2.07%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 28, 2025
SELL
$168.34 - $195.42 $15,487 - $17,978
-92 Reduced 4.54%
1,936 $378,000
Q1 2025

Apr 22, 2025
SELL
$185.78 - $198.58 $9,474 - $10,127
-51 Reduced 2.45%
2,028 $386,000
Q4 2024

Jan 17, 2025
BUY
$189.5 - $206.17 $27,288 - $29,688
144 Added 7.44%
2,079 $396,000
Q1 2022

Apr 21, 2022
SELL
$147.46 - $159.06 $18,432 - $19,882
-125 Reduced 6.07%
1,935 $301,000
Q4 2021

Feb 03, 2022
BUY
$145.8 - $156.8 $300,348 - $323,008
2,060 New
2,060 $323,000

Others Institutions Holding IVE

# of Institutions
1,703
Shares Held
166M
Call Options Held
100K
Put Options Held
42.9K
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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