Axim Planning & Wealth Ishares S&P 500 Value ETF Transaction History

Axim Planning & Wealth

  • $122 Million
  • Q3 2025

A detailed history of Axim Planning & Wealth transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Axim Planning & Wealth holds 1,214 shares of IVE stock, worth $254,466. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,214
Previous 1,648 26.33%
Holding current value
$254,466
Previous $322,000 22.36%
% of portfolio
0.21%
Previous 0.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$194.44 - $206.51 $84,386 - $89,625
-434 Reduced 26.33%
1,214 $250,000
Q2 2025

Aug 05, 2025
SELL
$168.34 - $195.42 $9,427 - $10,943
-56 Reduced 3.29%
1,648 $322,000
Q1 2025

May 13, 2025
SELL
$185.78 - $198.58 $35,669 - $38,127
-192 Reduced 10.13%
1,704 $324,000
Q4 2024

Feb 11, 2025
BUY
$189.5 - $206.17 $164,675 - $179,161
869 Added 84.62%
1,896 $361,000
Q3 2024

Nov 05, 2024
BUY
$181.06 - $197.17 $185,948 - $202,493
1,027 New
1,027 $202,000

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

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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