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

Private Wealth Management Group, LLC

$301 Billion
Q2 2025

A detailed history of Private Wealth Management Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 6,839 shares of IVE stock, worth $1.39 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

6,839

Previous 6,839 -0.0%

Holding current value

$1.39 Million

Previous $1.3 Billion 2.54%

% of portfolio

0.44%

Previous 0.48%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$185.78 - $198.58 $74,312 - $79,432	-400 Reduced 5.53%	6,839 $1.3 Billion
Q4 2024 Jan 27, 2025	SELL	$189.5 - $206.17 $1,895 - $2,061	-10 Reduced 0.14%	7,239 $1.38 Billion
Q1 2024 Apr 30, 2024	SELL	$171.09 - $186.81 $68,436 - $74,724	-400 Reduced 5.23%	7,249 $1.35 Billion
Q4 2023 Feb 08, 2024	BUY	$147.64 - $174.21 $1.13 Million - $1.33 Million	7,649 New	7,649 $1.33 Billion

Others Institutions Holding IVE

# of Institutions

1,710

Shares Held

166M

Call Options Held

93.3K

Put Options Held

41K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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