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

Ridgeline Wealth, LLC

  • $118 Billion
  • Q1 2025

A detailed history of Ridgeline Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Ridgeline Wealth, LLC holds 1,600 shares of IVE stock, worth $301,984. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,600
Previous 2,003 20.12%
Holding current value
$301,984
Previous $382 Million 20.24%
% of portfolio
0.26%
Previous 0.31%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
SELL
$185.78 - $198.58 $74,869 - $80,027
-403 Reduced 20.12%
1,600 $305 Million
Q4 2024

Jan 06, 2025
BUY
$189.5 - $206.17 $379,568 - $412,958
2,003 New
2,003 $382 Million

Others Institutions Holding IVE

# of Institutions
1,677
Shares Held
146M
Call Options Held
107K
Put Options Held
60.7K
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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