Wiser Advisor Group LLC Ishares S&P 500 Value ETF Transaction History

Wiser Advisor Group LLC

$67.7 Billion
Q1 2025

A detailed history of Wiser Advisor Group LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Wiser Advisor Group LLC holds 1,001 shares of IVE stock, worth $190,790. This represents 0.28% of its overall portfolio holdings.

Number of Shares

1,001

Previous 997 0.4%

Holding current value

$190,790

Previous $190 Million 0.2%

% of portfolio

0.28%

Previous 0.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$185.78 - $198.58 $743 - $794	4 Added 0.4%	1,001 $191 Million
Q4 2024 Feb 05, 2025	BUY	$189.5 - $206.17 $947 - $1,030	5 Added 0.5%	997 $190 Million
Q3 2024 Nov 13, 2024	BUY	$181.06 - $197.17 $905 - $985	5 Added 0.51%	992 $196 Million
Q2 2024 Aug 14, 2024	BUY	$176.58 - $186.7 $34,609 - $36,593	196 Added 24.78%	987 $180 Million
Q1 2024 May 15, 2024	BUY	$171.09 - $186.81 $131,739 - $143,843	770 Added 3666.67%	791 $148 Million
Q4 2023 Feb 12, 2024	BUY	$147.64 - $174.21 $3,100 - $3,658	21 New	21 $3.7 Million

Others Institutions Holding IVE

# of Institutions

1,696

Shares Held

160M

Call Options Held

124K

Put Options Held

51.5K

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 Wiser Advisor Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wiser Advisor Group LLC with notifications on news.

Account

Wiser Advisor Group LLC Ishares S&P 500 Value ETF Transaction History