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

Serenus Wealth Advisors, LLC

  • $603 Billion
  • Q1 2025

A detailed history of Serenus Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Serenus Wealth Advisors, LLC holds 94,951 shares of IVE stock, worth $18.8 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
94,951
Previous 93,684 1.35%
Holding current value
$18.8 Million
Previous $93.7 Million 1.35%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 07, 2025
BUY
$185.78 - $198.58 $235,383 - $251,600
1,267 Added 1.35%
94,951 $95 Million
Q4 2024

Jan 28, 2025
BUY
$189.5 - $206.17 $17.8 Million - $19.3 Million
93,684 New
93,684 $93.7 Million

Others Institutions Holding IVE

# of Institutions
1,713
Shares Held
161M
Call Options Held
124K
Put Options Held
51.5K
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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