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

Pines Wealth Management, LLC

  • $297 Billion
  • Q3 2025

A detailed history of Pines Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Pines Wealth Management, LLC holds 18,420 shares of IVE stock, worth $3.86 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
18,420
Previous 18,852 2.29%
Holding current value
$3.86 Million
Previous $3.75 Billion 1.56%
% of portfolio
1.28%
Previous 1.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$194.44 - $206.51 $83,998 - $89,212
-432 Reduced 2.29%
18,420 $3.8 Billion
Q2 2025

Jul 09, 2025
BUY
$168.34 - $195.42 $43,431 - $50,418
258 Added 1.39%
18,852 $3.75 Billion
Q1 2025

Apr 11, 2025
BUY
$185.78 - $198.58 $107,009 - $114,382
576 Added 3.2%
18,594 $3.13 Billion
Q4 2024

Jan 14, 2025
BUY
$189.5 - $206.17 $3.41 Million - $3.71 Million
18,018 New
18,018 $3.39 Billion

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

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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