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

180 Wealth Advisors, LLC

$823 Million
Q4 2025

A detailed history of 180 Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, 180 Wealth Advisors, LLC holds 1,215 shares of IVE stock, worth $254,676. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,215

Previous 1,209 0.5%

Holding current value

$254,676

Previous $249,000 2.01%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$202.52 - $212.07 $1,215 - $1,272	6 Added 0.5%	1,215 $254,000
Q3 2025 Oct 16, 2025	BUY	$194.44 - $206.51 $583 - $619	3 Added 0.25%	1,209 $249,000
Q2 2025 Jul 30, 2025	SELL	$168.34 - $195.42 $5,386 - $6,253	-32 Reduced 2.58%	1,206 $235,000
Q1 2025 Apr 08, 2025	BUY	$185.78 - $198.58 $34,555 - $36,935	186 Added 17.68%	1,238 $233,000
Q4 2024 Jan 13, 2025	SELL	$189.5 - $206.17 $3,221 - $3,504	-17 Reduced 1.59%	1,052 $200,000

Q3 2024 Oct 31, 2024	BUY	$181.06 - $197.17 $193,553 - $210,774	1,069 New	1,069 $210,000
Q1 2024 Apr 15, 2024	BUY	$171.09 - $186.81 $190,080 - $207,545	1,111 New	1,111 $207,000

Others Institutions Holding IVE

# of Institutions

1,778

Shares Held

170M

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