Barnes Wealth Management Group, Inc Ishares S&P 500 Value ETF Transaction History

Barnes Wealth Management Group, Inc

$182 Billion
Q3 2025

A detailed history of Barnes Wealth Management Group, Inc transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 21,716 shares of IVE stock, worth $4.55 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares

21,716

Previous 21,657 0.27%

Holding current value

$4.55 Million

Previous $4.23 Billion 5.96%

% of portfolio

2.47%

Previous 2.5%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$194.44 - $206.51 $11,471 - $12,184	59 Added 0.27%	21,716 $4.48 Billion
Q2 2025 Aug 27, 2025	BUY	$168.34 - $195.42 $260,927 - $302,901	1,550 Added 7.71%	21,657 $4.23 Billion
Q1 2025 May 14, 2025	BUY	$185.78 - $198.58 $950,822 - $1.02 Million	5,118 Added 34.15%	20,107 $3.83 Billion
Q4 2024 May 12, 2025	BUY	$189.5 - $206.17 $2.84 Million - $3.09 Million	14,989 New	14,989 $2.86 Billion

Others Institutions Holding IVE

# of Institutions

1,765

Shares Held

168M

Call Options Held

67.9K

Put Options Held

38.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Barnes Wealth Management Group, Inc Ishares S&P 500 Value ETF Transaction History