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

5 T Wealth, LLC

  • $229 Billion
  • Q3 2025

A detailed history of 5 T Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, 5 T Wealth, LLC holds 27,831 shares of IVE stock, worth $5.83 Million. This represents 2.51% of its overall portfolio holdings.

Number of Shares
27,831
Previous 25,370 9.7%
Holding current value
$5.83 Million
Previous $4.96 Billion 15.91%
% of portfolio
2.51%
Previous 2.36%

Shares

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

Oct 17, 2025
BUY
$194.44 - $206.51 $478,516 - $508,221
2,461 Added 9.7%
27,831 $5.75 Billion
Q2 2025

Aug 05, 2025
SELL
$168.34 - $195.42 $124,908 - $145,001
-742 Reduced 2.84%
25,370 $4.96 Billion
Q1 2025

Apr 22, 2025
BUY
$185.78 - $198.58 $49,603 - $53,020
267 Added 1.03%
26,112 $4.98 Billion
Q4 2024

Jan 31, 2025
BUY
$189.5 - $206.17 $4.9 Million - $5.33 Million
25,845 New
25,845 $4.93 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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