Watts Gwilliam & Co., LLC Ishares S&P 500 Value ETF Transaction History

Watts Gwilliam & Co., LLC

  • $569 Million
  • Q2 2025

A detailed history of Watts Gwilliam & Co., LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Watts Gwilliam & Co., LLC holds 108,479 shares of IVE stock, worth $22.2 Million. This represents 3.72% of its overall portfolio holdings.

Number of Shares
108,479
Previous 102,200 6.14%
Holding current value
$22.2 Million
Previous $19.5 Million 8.84%
% of portfolio
3.72%
Previous 3.91%

Shares

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

Sep 19, 2025
BUY
$168.34 - $195.42 $1.06 Million - $1.23 Million
6,279 Added 6.14%
108,479 $21.2 Million
Q1 2025

May 13, 2025
BUY
$185.78 - $198.58 $1.76 Million - $1.89 Million
9,494 Added 10.24%
102,200 $19.5 Million
Q4 2024

Jan 08, 2025
BUY
$189.5 - $206.17 $1.9 Million - $2.07 Million
10,039 Added 12.14%
92,706 $17.7 Billion
Q3 2024

Oct 09, 2024
BUY
$181.06 - $197.17 $919,422 - $1 Million
5,078 Added 6.54%
82,667 $16.2 Billion
Q1 2024

May 15, 2024
BUY
$171.09 - $186.81 $13.3 Million - $14.5 Million
77,589 New
77,589 $14.3 Billion

Others Institutions Holding IVE

# of Institutions
1,711
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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