Pur Efi Wealth, LLC Ishares S&P 500 Value ETF Transaction History

Pur Efi Wealth, LLC

  • $130 Billion
  • Q3 2025

A detailed history of Pur Efi Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Pur Efi Wealth, LLC holds 2,593 shares of IVE stock, worth $543,518. This represents 0.41% of its overall portfolio holdings.

Number of Shares
2,593
Previous 2,556 1.45%
Holding current value
$543,518
Previous $499 Million 7.2%
% of portfolio
0.41%
Previous 0.4%

Shares

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

Oct 21, 2025
BUY
$194.44 - $206.51 $7,194 - $7,640
37 Added 1.45%
2,593 $535 Million
Q2 2025

Jul 22, 2025
BUY
$168.34 - $195.42 $197,799 - $229,618
1,175 Added 85.08%
2,556 $499 Million
Q1 2025

Apr 21, 2025
BUY
$185.78 - $198.58 $58,334 - $62,354
314 Added 29.43%
1,381 $263 Million
Q4 2024

Jan 30, 2025
BUY
$189.5 - $206.17 $202,196 - $219,983
1,067 New
1,067 $204 Million

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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