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

Rockwood Wealth Management, LLC

  • $1.25 Trillion
  • Q3 2025

A detailed history of Rockwood Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 1,737 shares of IVE stock, worth $364,092. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,737
Previous 1,352 28.48%
Holding current value
$364,092
Previous $264 Million 35.76%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 10, 2025
BUY
$194.44 - $206.51 $74,859 - $79,506
385 Added 28.48%
1,737 $359 Million
Q1 2025

Apr 14, 2025
SELL
$185.78 - $198.58 $63,165 - $67,517
-340 Reduced 20.09%
1,352 $258 Million
Q4 2024

Jan 21, 2025
BUY
$189.5 - $206.17 $320,634 - $348,839
1,692 New
1,692 $323 Million
Q2 2024

Jul 26, 2024
BUY
$176.58 - $186.7 $397,305 - $420,075
2,250 New
2,250 $410 Million

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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