A detailed history of Tl Private Wealth transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Tl Private Wealth holds 1,258 shares of IVE stock, worth $250,065. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,258
Previous 1,242 1.29%
Holding current value
$250,065
Previous $234,000 4.7%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Jul 08, 2025

BUY
$168.34 - $195.42 $2,693 - $3,126
16 Added 1.29%
1,258 $245,000
Q1 2025

Apr 09, 2025

BUY
$185.78 - $198.58 $12,633 - $13,503
68 Added 5.79%
1,242 $234,000
Q4 2024

Jan 16, 2025

BUY
$189.5 - $206.17 $222,473 - $242,043
1,174 New
1,174 $224,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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