Strategic Family Wealth Counselors, L.L.C. Ishares S&P 500 Value ETF Transaction History

Strategic Family Wealth Counselors, L.L.C.

  • $332 Million
  • Q2 2025

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 4,657 shares of IVE stock, worth $952,775. This represents 0.27% of its overall portfolio holdings.

Number of Shares
4,657
Previous 2,185 113.14%
Holding current value
$952,775
Previous $416,000 118.75%
% of portfolio
0.27%
Previous 0.14%

Shares

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

Aug 13, 2025
BUY
$168.34 - $195.42 $416,136 - $483,078
2,472 Added 113.14%
4,657 $910,000
Q1 2025

May 08, 2025
SELL
$185.78 - $198.58 $1,300 - $1,390
-7 Reduced 0.32%
2,185 $416,000
Q4 2024

Feb 06, 2025
BUY
$189.5 - $206.17 $146,104 - $158,957
771 Added 54.26%
2,192 $418,000
Q3 2024

Oct 31, 2024
SELL
$181.06 - $197.17 $94,151 - $102,528
-520 Reduced 26.79%
1,421 $280,000
Q4 2023

Jan 29, 2024
BUY
$147.64 - $174.21 $4,724 - $5,574
32 Added 1.68%
1,941 $337,000
Q3 2023

Nov 13, 2023
BUY
$153.33 - $166.75 $13,493 - $14,674
88 Added 4.83%
1,909 $293,000
Q1 2023

May 15, 2023
SELL
$144.21 - $159.47 $374,080 - $413,665
-2,594 Reduced 58.75%
1,821 $276,000
Q3 2022

Nov 10, 2022
BUY
$128.52 - $150.96 $16,579 - $19,473
129 Added 3.01%
4,415 $567,000
Q2 2022

Aug 11, 2022
BUY
$133.27 - $158.52 $100,618 - $119,682
755 Added 21.38%
4,286 $589,000
Q1 2022

May 04, 2022
BUY
$147.46 - $159.06 $34,800 - $37,538
236 Added 7.16%
3,531 $550,000
Q4 2020

Feb 16, 2021
BUY
$109.93 - $128.18 $23,854 - $27,815
217 Added 7.05%
3,295 $422,000
Q2 2020

Jul 13, 2020
BUY
$91.94 - $119.67 $44,498 - $57,920
484 Added 18.66%
3,078 $333,000
Q1 2020

Apr 16, 2020
BUY
$82.97 - $131.79 $215,224 - $341,863
2,594 New
2,594 $250,000

Others Institutions Holding IVE

# of Institutions
1,714
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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