Smart Wealth LLC Ishares S&P 500 Value ETF Transaction History

Smart Wealth LLC

  • $265 Billion
  • Q3 2025

A detailed history of Smart Wealth LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Smart Wealth LLC holds 1,273 shares of IVE stock, worth $266,833. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,273
Previous 1,229 3.58%
Holding current value
$266,833
Previous $240 Million 9.48%
% of portfolio
0.1%
Previous 0.08%

Shares

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

Nov 07, 2025
BUY
$194.44 - $206.51 $8,555 - $9,086
44 Added 3.58%
1,273 $263 Million
Q2 2025

Aug 13, 2025
BUY
$168.34 - $195.42 $206,889 - $240,171
1,229 New
1,229 $240 Million

Others Institutions Holding IVE

# of Institutions
1,769
Shares Held
169M
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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