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

Leo Wealth, LLC

$771 Billion
Q3 2025

A detailed history of Leo Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Leo Wealth, LLC holds 3,812 shares of IVE stock, worth $799,033. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,812

Previous 23,251 83.61%

Holding current value

$799,033

Previous $4.54 Billion 82.68%

% of portfolio

0.1%

Previous 0.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$194.44 - $206.51 $3.78 Million - $4.01 Million	-19,439 Reduced 83.61%	3,812 $787 Million
Q2 2025 Jul 23, 2025	BUY	$168.34 - $195.42 $3.29 Million - $3.82 Million	19,527 Added 524.36%	23,251 $4.54 Billion
Q1 2025 May 02, 2025	SELL	$185.78 - $198.58 $3.44 Million - $3.68 Million	-18,526 Reduced 83.26%	3,724 $710 Million
Q4 2024 Jan 27, 2025	BUY	$189.5 - $206.17 $1,137 - $1,237	6 Added 0.03%	22,250 $4.25 Billion
Q3 2024 Oct 21, 2024	BUY	$181.06 - $197.17 $3,802 - $4,140	21 Added 0.09%	22,244 $4.39 Billion

Q2 2024 Jul 17, 2024	BUY	$176.58 - $186.7 $353 - $373	2 Added 0.01%	22,223 $4.03 Billion
Q1 2024 May 09, 2024	BUY	$171.09 - $186.81 $2,908 - $3,175	17 Added 0.08%	22,221 $4.13 Billion
Q4 2023 Mar 14, 2024	BUY	$147.64 - $174.21 $3.28 Million - $3.87 Million	22,204 New	22,204 $4.02 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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