Rkl Wealth Management LLC Ishares S&P 500 Value ETF Transaction History

Rkl Wealth Management LLC

  • $1.17 Billion
  • Q3 2025

A detailed history of Rkl Wealth Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Rkl Wealth Management LLC holds 17,861 shares of IVE stock, worth $3.74 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
17,861
Previous 19,024 6.11%
Holding current value
$3.74 Million
Previous $3.72 Million 0.78%
% of portfolio
0.32%
Previous 0.33%

Shares

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

Nov 10, 2025
SELL
$194.44 - $206.51 $226,133 - $240,171
-1,163 Reduced 6.11%
17,861 $3.69 Million
Q2 2025

Jul 18, 2025
SELL
$168.34 - $195.42 $127,770 - $148,323
-759 Reduced 3.84%
19,024 $3.72 Million
Q1 2025

Apr 25, 2025
SELL
$185.78 - $198.58 $619,390 - $662,065
-3,334 Reduced 14.42%
19,783 $3.77 Million
Q4 2024

Feb 06, 2025
SELL
$189.5 - $206.17 $1.44 Million - $1.57 Million
-7,591 Reduced 24.72%
23,117 $4.41 Million
Q3 2024

Nov 01, 2024
SELL
$181.06 - $197.17 $239,723 - $261,053
-1,324 Reduced 4.13%
30,708 $6.05 Million
Q2 2024

Jul 17, 2024
SELL
$176.58 - $186.7 $180,464 - $190,807
-1,022 Reduced 3.09%
32,032 $5.83 Million
Q1 2024

May 08, 2024
SELL
$171.09 - $186.81 $1.02 Million - $1.12 Million
-5,974 Reduced 15.31%
33,054 $6.17 Million
Q4 2023

Jan 24, 2024
SELL
$147.64 - $174.21 $195,180 - $230,305
-1,322 Reduced 3.28%
39,028 $6.79 Million
Q3 2023

Nov 03, 2023
SELL
$153.33 - $166.75 $78,811 - $85,709
-514 Reduced 1.26%
40,350 $6.21 Million
Q2 2023

Aug 07, 2023
SELL
$149.72 - $161.19 $84,741 - $91,233
-566 Reduced 1.37%
40,864 $6.59 Million
Q1 2023

May 01, 2023
BUY
$144.21 - $159.47 $147,526 - $163,137
1,023 Added 2.53%
41,430 $6.29 Million
Q4 2022

Feb 06, 2023
BUY
$129.68 - $151.79 $56,151 - $65,725
433 Added 1.08%
40,407 $5.86 Million
Q3 2022

Nov 10, 2022
SELL
$128.52 - $150.96 $80,582 - $94,651
-627 Reduced 1.54%
39,974 $5.14 Million
Q2 2022

Aug 01, 2022
SELL
$133.27 - $158.52 $47,577 - $56,591
-357 Reduced 0.87%
40,601 $5.58 Million
Q1 2022

May 10, 2022
SELL
$147.46 - $159.06 $120,917 - $130,429
-820 Reduced 1.96%
40,958 $6.38 Million
Q4 2021

Feb 08, 2022
SELL
$145.8 - $156.8 $19,683 - $21,168
-135 Reduced 0.32%
41,778 $6.54 Million
Q3 2021

Nov 15, 2021
SELL
$143.75 - $152.0 $18,400 - $19,456
-128 Reduced 0.3%
41,913 $6.1 Million
Q2 2021

Aug 13, 2021
SELL
$142.18 - $151.25 $203,886 - $216,892
-1,434 Reduced 3.3%
42,041 $6.21 Million
Q1 2021

May 10, 2021
SELL
$125.98 - $142.4 $194,009 - $219,296
-1,540 Reduced 3.42%
43,475 $6.14 Million
Q4 2020

Feb 11, 2021
SELL
$109.93 - $128.18 $384,864 - $448,758
-3,501 Reduced 7.22%
45,015 $5.76 Million
Q3 2020

Nov 09, 2020
SELL
$106.77 - $118.22 $178,732 - $197,900
-1,674 Reduced 3.34%
48,516 $5.46 Million
Q2 2020

Aug 07, 2020
BUY
$91.94 - $119.67 $38,063 - $49,543
414 Added 0.83%
50,190 $5.43 Million
Q1 2020

Apr 28, 2020
SELL
$82.97 - $131.79 $231,652 - $367,957
-2,792 Reduced 5.31%
49,776 $4.79 Million
Q4 2019

Feb 04, 2020
SELL
$115.41 - $130.26 $343,921 - $388,174
-2,980 Reduced 5.36%
52,568 $6.84 Million
Q3 2019

Oct 31, 2019
SELL
$112.0 - $120.88 $879,424 - $949,149
-7,852 Reduced 12.38%
55,548 $6.62 Million
Q2 2019

Aug 02, 2019
SELL
$108.5 - $117.48 $140,616 - $152,254
-1,296 Reduced 2.0%
63,400 $7.39 Million
Q1 2019

Apr 26, 2019
BUY
$99.16 - $114.4 $141,897 - $163,706
1,431 Added 2.26%
64,696 $7.29 Million
Q4 2018

Feb 08, 2019
SELL
$95.36 - $116.8 $295,616 - $362,080
-3,100 Reduced 4.67%
63,265 $6.41 Million
Q3 2018

Nov 07, 2018
SELL
$110.03 - $118.53 $165,925 - $178,743
-1,508 Reduced 2.22%
66,365 $7.68 Million
Q2 2018

Aug 03, 2018
SELL
$107.03 - $113.19 $95,256 - $100,739
-890 Reduced 1.29%
67,873 $7.48 Million
Q1 2018

Apr 26, 2018
SELL
$106.61 - $121.11 $5,970 - $6,782
-56 Reduced 0.08%
68,763 $7.52 Million
Q4 2017

Feb 02, 2018
BUY
$108.39 - $114.78 $965,429 - $1.02 Million
8,907 Added 14.87%
68,819 $7.87 Million
Q3 2017

Nov 07, 2017
BUY
$107.31 - $107.91 $1.38 Million - $1.39 Million
12,843 Added 27.29%
59,912 $6.46 Million
Q2 2017

Aug 14, 2017
BUY
N/A
47,069
47,069 $4.94 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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