Simplicity Wealth,Llc Ishares S&P 500 Value ETF Transaction History

Simplicity Wealth,Llc

$1.59 Billion
Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 25,118 shares of IVE stock, worth $5.26 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

25,118

Previous 47,842 47.5%

Holding current value

$5.26 Million

Previous $9.35 Million 44.52%

% of portfolio

0.33%

Previous 0.41%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$194.44 - $206.51 $4.42 Million - $4.69 Million	-22,724 Reduced 47.5%	25,118 $5.19 Million
Q2 2025 Jul 22, 2025	BUY	$168.34 - $195.42 $4.38 Million - $5.08 Million	25,994 Added 118.98%	47,842 $9.35 Million
Q1 2025 Apr 14, 2025	BUY	$185.78 - $198.58 $4.06 Million - $4.34 Million	21,848 New	21,848 $4.12 Million
Q3 2024 Oct 09, 2024	SELL	$181.06 - $197.17 $1.74 Million - $1.9 Million	-9,637 Reduced 39.39%	14,830 $2.92 Million
Q2 2024 Jul 10, 2024	BUY	$176.58 - $186.7 $258,866 - $273,702	1,466 Added 6.37%	24,467 $4.45 Million

Q1 2024 Apr 24, 2024	BUY	$171.09 - $186.81 $3.94 Million - $4.3 Million	23,001 New	23,001 $4.3 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

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Simplicity Wealth,Llc Ishares S&P 500 Value ETF Transaction History