Zrc Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History

Zrc Wealth Management, LLC

$282 Billion
Q4 2025

A detailed history of Zrc Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 1,007 shares of IVE stock, worth $211,077. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,007

Previous 1,002 0.5%

Holding current value

$211,077

Previous $207 Million 3.17%

% of portfolio

0.08%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$202.52 - $212.07 $1,012 - $1,060	5 Added 0.5%	1,007 $213 Million
Q3 2025 Oct 14, 2025	BUY	$194.44 - $206.51 $777 - $826	4 Added 0.4%	1,002 $207 Million
Q2 2025 Jul 08, 2025	BUY	$168.34 - $195.42 $841 - $977	5 Added 0.5%	998 $195 Million
Q1 2025 Apr 09, 2025	BUY	$185.78 - $198.58 $557 - $595	3 Added 0.3%	993 $189 Million
Q4 2024 Jan 28, 2025	BUY	$189.5 - $206.17 $1,137 - $1,237	6 Added 0.61%	990 $189 Million

Q3 2024 Oct 04, 2024	BUY	$181.06 - $197.17 $1,086 - $1,183	6 Added 0.61%	984 $194 Million
Q2 2024 Jul 08, 2024	BUY	$176.58 - $186.7 $706 - $746	4 Added 0.41%	978 $178 Million
Q1 2024 Apr 19, 2024	BUY	$171.09 - $186.81 $1,539 - $1,681	9 Added 0.93%	974 $182 Million
Q1 2023 May 04, 2023	BUY	$144.21 - $159.47 $139,162 - $153,888	965 New	965 $146 Million

Others Institutions Holding IVE

# of Institutions

1,772

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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Zrc Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History