Ritholtz Wealth Management Ishares S&P 500 Value ETF Transaction History

Ritholtz Wealth Management

$3.29 Billion
Q1 2025

A detailed history of Ritholtz Wealth Management transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Ritholtz Wealth Management holds 3,438 shares of IVE stock, worth $609,832. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,438

Previous 2,951 16.5%

Holding current value

$609,832

Previous $563,000 16.34%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$185.78 - $198.58 $90,474 - $96,708	487 Added 16.5%	3,438 $655,000
Q4 2024 Jan 14, 2025	SELL	$189.5 - $206.17 $31,267 - $34,018	-165 Reduced 5.3%	2,951 $563,000
Q3 2024 Oct 10, 2024	SELL	$181.06 - $197.17 $9,777 - $10,647	-54 Reduced 1.7%	3,116 $614,000
Q2 2024 Jul 31, 2024	BUY	$176.58 - $186.7 $53,327 - $56,383	302 Added 10.53%	3,170 $576,000
Q1 2024 Apr 24, 2024	SELL	$171.09 - $186.81 $25,663 - $28,021	-150 Reduced 4.97%	2,868 $535,000
Q4 2023 Jan 18, 2024	BUY	$147.64 - $174.21 $445,577 - $525,765	3,018 New	3,018 $524,000

Others Institutions Holding IVE

# of Institutions

1,679

Shares Held

147M

Call Options Held

107K

Put Options Held

60.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Ritholtz Wealth Management Ishares S&P 500 Value ETF Transaction History