Peterson Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Peterson Wealth Advisors, LLC

$566 Million
Q3 2025

A detailed history of Peterson Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 1,961 shares of IVE stock, worth $411,045. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,961

Previous 2,108 6.97%

Holding current value

$411,045

Previous $411,000 1.7%

% of portfolio

0.07%

Previous 0.08%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	$194.44 - $206.51 $28,582 - $30,356	-147 Reduced 6.97%	1,961 $404,000
Q2 2025 Jul 07, 2025	BUY	$168.34 - $195.42 $1,010 - $1,172	6 Added 0.29%	2,108 $411,000
Q1 2025 Apr 30, 2025	SELL	$185.78 - $198.58 $1,300 - $1,390	-7 Reduced 0.33%	2,102 $400,000
Q4 2024 Jan 17, 2025	BUY	$189.5 - $206.17 $947 - $1,030	5 Added 0.24%	2,109 $402,000
Q3 2024 Oct 24, 2024	SELL	$181.06 - $197.17 $43,454 - $47,320	-240 Reduced 10.24%	2,104 $414,000

Q2 2024 Jul 18, 2024	SELL	$176.58 - $186.7 $9,182 - $9,708	-52 Reduced 2.17%	2,344 $426,000
Q1 2024 Apr 15, 2024	BUY	$171.09 - $186.81 $51,155 - $55,856	299 Added 14.26%	2,396 $447,000
Q4 2023 Jan 10, 2024	SELL	$147.64 - $174.21 $4,429 - $5,226	-30 Reduced 1.41%	2,097 $364,000
Q3 2023 Oct 05, 2023	SELL	$153.33 - $166.75 $766 - $833	-5 Reduced 0.23%	2,127 $327,000
Q2 2023 Jul 13, 2023	SELL	$149.72 - $161.19 $20,062 - $21,599	-134 Reduced 5.91%	2,132 $343,000
Q1 2022 Apr 21, 2022	SELL	$147.46 - $159.06 $72,992 - $78,734	-495 Reduced 17.93%	2,266 $353,000
Q4 2021 Jan 25, 2022	BUY	$145.8 - $156.8 $1,895 - $2,038	13 Added 0.47%	2,761 $432,000
Q2 2021 Aug 02, 2021	SELL	$142.18 - $151.25 $142 - $151	-1 Reduced 0.04%	2,748 $406,000
Q2 2020 Jul 20, 2020	BUY	$91.94 - $119.67 $8,918 - $11,607	97 Added 3.66%	2,749 $297,000
Q1 2020 Apr 21, 2020	SELL	$82.97 - $131.79 $10,537 - $16,737	-127 Reduced 4.57%	2,652 $255,000
Q4 2019 Jan 23, 2020	SELL	$115.41 - $130.26 $3,116 - $3,517	-27 Reduced 0.96%	2,779 $362,000
Q3 2019 Oct 17, 2019	BUY	$112.0 - $120.88 $1,904 - $2,054	17 Added 0.61%	2,806 $334,000
Q2 2019 Jul 15, 2019	BUY	$108.5 - $117.48 $1,736 - $1,879	16 Added 0.58%	2,789 $325,000
Q1 2019 Apr 16, 2019	SELL	$99.16 - $114.4 $2,875 - $3,317	-29 Reduced 1.03%	2,773 $322,000
Q4 2018 Jan 29, 2019	BUY	$95.36 - $116.8 $4,195 - $5,139	44 Added 1.6%	2,802 $283,000
Q3 2018 Oct 17, 2018	SELL	$110.03 - $118.53 $30,368 - $32,714	-276 Reduced 9.1%	2,758 $320,000
Q2 2018 Jul 18, 2018	SELL	$107.03 - $113.19 $11,666 - $12,337	-109 Reduced 3.47%	3,034 $334,000
Q1 2018 Apr 20, 2018	SELL	$106.61 - $121.11 $30,916 - $35,121	-290 Reduced 8.45%	3,143 $344,000
Q4 2017 Mar 19, 2018	BUY	$108.39 - $114.78 $372,102 - $394,039	3,433	3,433 $392,000

Others Institutions Holding IVE

# of Institutions

1,766

Shares Held

168M

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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Peterson Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History