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

Independent Solutions Wealth Management, LLC

$563 Billion
Q3 2025

A detailed history of Independent Solutions Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 77,988 shares of IVE stock, worth $16.3 Million. This represents 2.86% of its overall portfolio holdings.

Number of Shares

77,988

Previous 77,798 0.24%

Holding current value

$16.3 Million

Previous $15.2 Billion 5.93%

% of portfolio

2.86%

Previous 2.97%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$194.44 - $206.51 $36,943 - $39,236	190 Added 0.24%	77,988 $16.1 Billion
Q2 2025 Jul 23, 2025	BUY	$168.34 - $195.42 $128,106 - $148,714	761 Added 0.99%	77,798 $15.2 Billion
Q1 2025 Apr 23, 2025	SELL	$185.78 - $198.58 $160,513 - $171,573	-864 Reduced 1.11%	77,037 $14.7 Billion
Q4 2024 Feb 11, 2025	SELL	$189.5 - $206.17 $4.54 Million - $4.94 Million	-23,967 Reduced 23.53%	77,901 $14.9 Billion
Q3 2024 Dec 19, 2024	SELL	$181.06 - $197.17 $1.89 Million - $2.06 Million	-10,466 Reduced 9.32%	101,868 $20.1 Billion

Q2 2024 Dec 19, 2024	BUY	$176.58 - $186.7 $39,730 - $42,007	225 Added 0.2%	112,334 $20.4 Billion
Q1 2024 Dec 19, 2024	SELL	$171.09 - $186.81 $270,835 - $295,720	-1,583 Reduced 1.39%	112,109 $20.9 Billion
Q4 2023 Dec 19, 2024	BUY	$147.64 - $174.21 $11,072 - $13,065	75 Added 0.07%	113,692 $19.8 Billion
Q3 2023 Dec 19, 2024	SELL	$153.33 - $166.75 $1.95 Million - $2.12 Million	-12,720 Reduced 10.07%	113,617 $17.5 Billion
Q2 2023 Dec 19, 2024	SELL	$149.72 - $161.19 $75,009 - $80,756	-501 Reduced 0.39%	126,337 $20.4 Billion
Q1 2023 Dec 19, 2024	SELL	$144.21 - $159.47 $590,684 - $653,189	-4,096 Reduced 3.13%	126,838 $19.2 Billion
Q4 2022 Dec 19, 2024	SELL	$129.68 - $151.79 $429,889 - $503,183	-3,315 Reduced 2.47%	130,934 $19 Billion
Q3 2022 Dec 19, 2024	SELL	$128.52 - $150.96 $227,994 - $267,803	-1,774 Reduced 1.3%	134,249 $17.3 Billion
Q2 2022 Dec 19, 2024	BUY	$133.27 - $158.52 $534,412 - $635,665	4,010 Added 3.04%	136,023 $18.7 Billion
Q1 2022 Dec 19, 2024	SELL	$147.46 - $159.06 $37,012 - $39,924	-251 Reduced 0.19%	132,013 $20.6 Billion
Q4 2021 Dec 19, 2024	SELL	$145.8 - $156.8 $638,166 - $686,313	-4,377 Reduced 3.2%	132,264 $20.7 Billion
Q3 2021 Dec 19, 2024	SELL	$143.75 - $152.0 $2.91 Million - $3.07 Million	-20,225 Reduced 12.89%	136,641 $19.9 Billion
Q2 2021 Dec 19, 2024	SELL	$142.18 - $151.25 $766,208 - $815,086	-5,389 Reduced 3.32%	156,866 $23.2 Billion
Q1 2021 Dec 19, 2024	BUY	$125.98 - $142.4 $536,548 - $606,481	4,259 Added 2.7%	162,255 $22.9 Billion
Q4 2020 Dec 19, 2024	BUY	$109.93 - $128.18 $836,567 - $975,449	7,610 Added 5.06%	157,996 $20.2 Billion
Q3 2020 Dec 19, 2024	BUY	$106.77 - $118.22 $272,583 - $301,815	2,553 Added 1.73%	150,386 $16.9 Billion
Q2 2020 Dec 19, 2024	BUY	$91.94 - $119.67 $307,723 - $400,535	3,347 Added 2.32%	147,833 $16 Billion
Q1 2020 Dec 19, 2024	BUY	$82.97 - $131.79 $197,800 - $314,187	2,384 Added 1.68%	144,486 $13.9 Billion
Q4 2019 Dec 13, 2024	BUY	$115.41 - $130.26 $16.4 Million - $18.5 Million	142,102 New	142,102 $18.5 Billion

Others Institutions Holding IVE

# of Institutions

1,766

Shares Held

168M

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