Wealthgarden F.S. LLC Ishares S&P 500 Value ETF Transaction History

Wealthgarden F.S. LLC

$120 Billion
Q2 2025

A detailed history of Wealthgarden F.S. LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 3,204 shares of IVE stock, worth $655,506. This represents 0.52% of its overall portfolio holdings.

Number of Shares

3,204

Previous 2,760 16.09%

Holding current value

$655,506

Previous $526 Million 19.97%

% of portfolio

0.52%

Previous 0.51%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$168.34 - $195.42 $74,742 - $86,766	444 Added 16.09%	3,204 $631 Million
Q1 2025 May 02, 2025	BUY	$185.78 - $198.58 $104,222 - $111,403	561 Added 25.51%	2,760 $526 Million
Q4 2024 Feb 03, 2025	BUY	$189.5 - $206.17 $80,916 - $88,034	427 Added 24.1%	2,199 $420 Million
Q3 2024 Nov 14, 2024	SELL	$181.06 - $197.17 $3.07 Million - $3.34 Million	-16,961 Reduced 90.54%	1,772 $349 Million
Q3 2024 Nov 12, 2024	BUY	$181.06 - $197.17 $3.11 Million - $3.38 Million	17,161 Added 1091.67%	18,733 $3.69 Billion
Q2 2024 Aug 07, 2024	BUY	$176.58 - $186.7 $277,583 - $293,492	1,572 New	1,572 $286 Million

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

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthgarden F.S. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthgarden F.S. LLC with notifications on news.

Account

Wealthgarden F.S. LLC Ishares S&P 500 Value ETF Transaction History