Emergent Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Emergent Wealth Advisors, LLC

$178 Billion
Q4 2025

A detailed history of Emergent Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Emergent Wealth Advisors, LLC holds 6,806 shares of IVE stock, worth $1.43 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

6,806

Previous 6,897 1.32%

Holding current value

$1.43 Million

Previous $1.42 Billion 1.34%

% of portfolio

0.81%

Previous 0.83%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	SELL	$202.52 - $212.07 $18,429 - $19,298	-91 Reduced 1.32%	6,806 $1.44 Billion
Q3 2025 Oct 30, 2025	BUY	$194.44 - $206.51 $64,942 - $68,974	334 Added 5.09%	6,897 $1.42 Billion
Q2 2025 Oct 30, 2025	BUY	$168.34 - $195.42 $50,838 - $59,016	302 Added 4.82%	6,563 $1.28 Billion
Q1 2025 Oct 30, 2025	BUY	$185.78 - $198.58 $140,635 - $150,325	757 Added 13.75%	6,261 $1.19 Billion
Q4 2024 Oct 30, 2025	BUY	$189.5 - $206.17 $1.04 Million - $1.13 Million	5,504 New	5,504 $1.05 Billion

Q3 2024 Dec 15, 2025	BUY	$181.06 - $197.17 $702,331 - $764,822	3,879 Added 245.82%	5,457 $1.08 Billion
Q2 2024 Dec 15, 2025	SELL	$176.58 - $186.7 $939,229 - $993,057	-5,319 Reduced 77.12%	1,578 $287 Million

Others Institutions Holding IVE

# of Institutions

1,775

Shares Held

170M

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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Emergent Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History