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

Sofi Wealth, LLC

  • $1.35 Billion
  • Q2 2025

A detailed history of Sofi Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Sofi Wealth, LLC holds 951,932 shares of IVE stock, worth $193 Million. This represents 13.78% of its overall portfolio holdings.

Number of Shares
951,932
Previous 897,268 6.09%
Holding current value
$193 Million
Previous $171 Million 8.79%
% of portfolio
13.78%
Previous 14.87%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$168.34 - $195.42 $9.2 Million - $10.7 Million
54,664 Added 6.09%
951,932 $186 Million
Q1 2025

Apr 21, 2025
BUY
$185.78 - $198.58 $164 Million - $175 Million
882,811 Added 6106.46%
897,268 $171 Million
Q4 2024

Feb 04, 2025
BUY
$189.5 - $206.17 $2.74 Million - $2.98 Million
14,457 New
14,457 $2.76 Million

Others Institutions Holding IVE

# of Institutions
1,708
Shares Held
166M
Call Options Held
93.3K
Put Options Held
41K
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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