Beverly Hills Private Wealth, LLC Ishares S&P 500 Value ETF Transaction History

Beverly Hills Private Wealth, LLC

$567 Billion
Q3 2025

A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 1,577 shares of IVE stock, worth $330,554. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,577

Previous 1,920 17.86%

Holding current value

$330,554

Previous $375 Million 13.2%

% of portfolio

0.06%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$194.44 - $206.51 $66,692 - $70,832	-343 Reduced 17.86%	1,577 $326 Million
Q2 2025 Jul 29, 2025	BUY	$168.34 - $195.42 $67,336 - $78,168	400 Added 26.32%	1,920 $375 Million
Q1 2025 Apr 29, 2025	BUY	$185.78 - $198.58 $57,777 - $61,758	311 Added 25.72%	1,520 $290 Million
Q4 2024 Feb 13, 2025	SELL	$189.5 - $206.17 $34,110 - $37,110	-180 Reduced 12.96%	1,209 $231 Million
Q3 2024 Nov 12, 2024	SELL	$181.06 - $197.17 $106,825 - $116,330	-590 Reduced 29.81%	1,389 $274 Million

Q2 2024 Aug 07, 2024	SELL	$176.58 - $186.7 $22,602 - $23,897	-128 Reduced 6.07%	1,979 $360 Million
Q1 2024 May 08, 2024	BUY	$171.09 - $186.81 $360,486 - $393,608	2,107 New	2,107 $394 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

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.

Account

Beverly Hills Private Wealth, LLC Ishares S&P 500 Value ETF Transaction History