Wcg Wealth Advisors LLC Ishares S&P 500 Value ETF Transaction History

Wcg Wealth Advisors LLC

$1.48 Billion
Q3 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 38,866 shares of IVE stock, worth $8.15 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

38,866

Previous 38,278 1.54%

Holding current value

$8.15 Million

Previous $7.48 Million 7.3%

% of portfolio

0.54%

Previous 0.53%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$194.44 - $206.51 $114,330 - $121,427	588 Added 1.54%	38,866 $8.03 Million
Q2 2025 Aug 13, 2025	BUY	$168.34 - $195.42 $178,272 - $206,949	1,059 Added 2.85%	38,278 $7.48 Million
Q1 2025 May 14, 2025	BUY	$185.78 - $198.58 $1.94 Million - $2.08 Million	10,452 Added 39.05%	37,219 $7.09 Million
Q4 2024 Feb 18, 2025	BUY	$189.5 - $206.17 $112,184 - $122,052	592 Added 2.26%	26,767 $5.11 Million
Q3 2024 Nov 13, 2024	BUY	$181.06 - $197.17 $227,592 - $247,842	1,257 Added 5.04%	26,175 $5.16 Million

Q2 2024 Aug 12, 2024	BUY	$176.58 - $186.7 $4.4 Million - $4.65 Million	24,918 New	24,918 $4.54 Million

Others Institutions Holding IVE

# of Institutions

1,769

Shares Held

169M

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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Wcg Wealth Advisors LLC Ishares S&P 500 Value ETF Transaction History