Tsa Wealth Managment LLC Ishares S&P 500 Value ETF Transaction History

Tsa Wealth Managment LLC

$294 Billion
Q3 2025

A detailed history of Tsa Wealth Managment LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Tsa Wealth Managment LLC holds 42,200 shares of IVE stock, worth $8.85 Million. This represents 2.97% of its overall portfolio holdings.

Number of Shares

42,200

Previous 42,001 0.47%

Holding current value

$8.85 Million

Previous $8.21 Billion 6.18%

% of portfolio

2.97%

Previous 3.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$194.44 - $206.51 $38,693 - $41,095	199 Added 0.47%	42,200 $8.71 Billion
Q2 2025 Jul 31, 2025	SELL	$168.34 - $195.42 $2.39 Million - $2.78 Million	-14,201 Reduced 25.27%	42,001 $8.21 Billion
Q1 2025 Apr 23, 2025	BUY	$185.78 - $198.58 $2.78 Million - $2.97 Million	14,955 Added 36.26%	56,202 $10.7 Billion
Q4 2024 Feb 06, 2025	SELL	$189.5 - $206.17 $42,069 - $45,769	-222 Reduced 0.54%	41,247 $7.87 Billion
Q3 2024 Nov 06, 2024	SELL	$181.06 - $197.17 $121,491 - $132,301	-671 Reduced 1.59%	41,469 $8.18 Billion

Q2 2024 Jul 26, 2024	SELL	$176.58 - $186.7 $260,808 - $275,755	-1,477 Reduced 3.39%	42,140 $7.67 Billion
Q1 2024 May 08, 2024	BUY	$171.09 - $186.81 $7.46 Million - $8.15 Million	43,617 New	43,617 $8.15 Billion

Others Institutions Holding IVE

# of Institutions

1,766

Shares Held

168M

Call Options Held

67.9K

Put Options Held

38.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Tsa Wealth Managment LLC Ishares S&P 500 Value ETF Transaction History