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

Quotient Wealth Partners, LLC

$3.65 Trillion
Q3 2025

A detailed history of Quotient Wealth Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 23,048 shares of IVE stock, worth $4.74 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

23,048

Previous 23,029 0.08%

Holding current value

$4.74 Million

Previous $4.5 Billion 5.76%

% of portfolio

0.13%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	$194.44 - $206.51 $3,694 - $3,923	19 Added 0.08%	23,048 $4.76 Billion
Q2 2025 Jul 29, 2025	BUY	$168.34 - $195.42 $4,376 - $5,080	26 Added 0.11%	23,029 $4.5 Billion
Q1 2025 Apr 30, 2025	SELL	$185.78 - $198.58 $23,779 - $25,418	-128 Reduced 0.55%	23,003 $4.38 Billion
Q4 2024 Jan 28, 2025	SELL	$189.5 - $206.17 $281,218 - $305,956	-1,484 Reduced 6.03%	23,131 $4.42 Billion
Q3 2024 Oct 09, 2024	BUY	$181.06 - $197.17 $202,062 - $220,041	1,116 Added 4.75%	24,615 $4.85 Billion
Q2 2024 Jul 24, 2024	SELL	$176.58 - $186.7 $376,115 - $397,671	-2,130 Reduced 8.31%	23,499 $4.28 Billion
Q1 2024 May 14, 2024	SELL	$171.09 - $186.81 $287,260 - $313,653	-1,679 Reduced 6.15%	25,629 $4.79 Billion
Q4 2023 Feb 07, 2024	BUY	$147.64 - $174.21 $4.03 Million - $4.76 Million	27,308 New	27,308 $4.75 Billion

Others Institutions Holding IVE

# of Institutions

1,708

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