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

Spectrum Wealth Counsel, LLC

$833 Billion
Q1 2025

A detailed history of Spectrum Wealth Counsel, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Spectrum Wealth Counsel, LLC holds 80,206 shares of IVE stock, worth $15.9 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares

80,206

Previous 65,838 21.82%

Holding current value

$15.9 Million

Previous $12.6 Billion 21.63%

% of portfolio

1.83%

Previous 1.48%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$185.78 - $198.58 $2.67 Million - $2.85 Million	14,368 Added 21.82%	80,206 $15.3 Billion
Q4 2024 Feb 05, 2025	SELL	$189.5 - $206.17 $416,142 - $452,749	-2,196 Reduced 3.23%	65,838 $12.6 Billion
Q3 2024 Nov 08, 2024	BUY	$181.06 - $197.17 $366,284 - $398,874	2,023 Added 3.06%	68,034 $13.4 Billion
Q2 2024 Aug 08, 2024	BUY	$176.58 - $186.7 $9.95 Million - $10.5 Million	56,375 Added 585.05%	66,011 $12 Billion
Q4 2023 Feb 14, 2024	BUY	$147.64 - $174.21 $1.42 Million - $1.68 Million	9,636 New	9,636 $1.68 Billion

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

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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