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

Instrumental Wealth, LLC

  • $143 Billion
  • Q3 2025

A detailed history of Instrumental Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Instrumental Wealth, LLC holds 66,287 shares of IVE stock, worth $13.9 Million. This represents 9.69% of its overall portfolio holdings.

Number of Shares
66,287
Previous 62,750 5.64%
Holding current value
$13.9 Million
Previous $12.3 Billion 12.35%
% of portfolio
9.69%
Previous 9.77%

Shares

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

Oct 31, 2025
BUY
$194.44 - $206.51 $687,734 - $730,425
3,537 Added 5.64%
66,287 $13.8 Billion
Q2 2025

Jul 16, 2025
BUY
$168.34 - $195.42 $231,804 - $269,093
1,377 Added 2.24%
62,750 $12.3 Billion
Q1 2025

Apr 28, 2025
BUY
$185.78 - $198.58 $376,018 - $401,925
2,024 Added 3.41%
61,373 $11.2 Billion
Q4 2024

Feb 24, 2025
BUY
$189.5 - $206.17 $1.01 Million - $1.1 Million
5,321 Added 9.85%
59,349 $11.7 Billion
Q3 2024

Oct 15, 2024
BUY
$181.06 - $197.17 $297,119 - $323,555
1,641 Added 3.13%
54,028 $10.8 Billion
Q2 2024

Jul 26, 2024
BUY
$176.58 - $186.7 $629,331 - $665,398
3,564 Added 7.3%
52,387 $9.8 Billion
Q1 2024

May 29, 2024
SELL
$171.09 - $186.81 $1.62 Million - $1.77 Million
-9,497 Reduced 16.28%
48,823 $8.89 Billion
Q4 2023

Jan 25, 2024
BUY
$147.64 - $174.21 $36,024 - $42,507
244 Added 0.42%
58,320 $10.1 Billion
Q3 2023

Oct 18, 2023
BUY
$153.33 - $166.75 $300,373 - $326,663
1,959 Added 3.49%
58,076 $9.03 Billion
Q2 2023

Jul 13, 2023
BUY
$149.72 - $161.19 $217,243 - $233,886
1,451 Added 2.65%
56,117 $9.18 Billion
Q1 2023

May 04, 2023
BUY
$144.21 - $159.47 $7.88 Million - $8.72 Million
54,666 New
54,666 $8.25 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

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