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

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025

A detailed history of Axis Wealth Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 15,514 shares of IVE stock, worth $3.25 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares
15,514
Previous 19,142 18.95%
Holding current value
$3.25 Million
Previous $3.74 Billion 14.35%
% of portfolio
1.88%
Previous 2.46%

Shares

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

Oct 24, 2025
SELL
$194.44 - $206.51 $705,428 - $749,218
-3,628 Reduced 18.95%
15,514 $3.2 Billion
Q2 2025

Jul 15, 2025
SELL
$168.34 - $195.42 $46,798 - $54,326
-278 Reduced 1.43%
19,142 $3.74 Billion
Q1 2025

Apr 28, 2025
BUY
$185.78 - $198.58 $2.42 Million - $2.59 Million
13,037 Added 204.25%
19,420 $3.7 Billion
Q4 2024

Feb 07, 2025
BUY
$189.5 - $206.17 $1.21 Million - $1.32 Million
6,383 New
6,383 $1.22 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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