Henrickson Nauta Wealth Advisors, Inc. Ishares S&P 500 Value ETF Transaction History

Henrickson Nauta Wealth Advisors, Inc.

$309 Million
Q3 2025

A detailed history of Henrickson Nauta Wealth Advisors, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 5,296 shares of IVE stock, worth $1.11 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

5,296

Previous 5,543 4.46%

Holding current value

$1.11 Million

Previous $1.08 Million 0.92%

% of portfolio

0.35%

Previous 0.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$194.44 - $206.51 $48,026 - $51,007	-247 Reduced 4.46%	5,296 $1.09 Million
Q3 2024 Oct 11, 2024	SELL	$181.06 - $197.17 $258,734 - $281,755	-1,429 Reduced 20.5%	5,543 $1.09 Million
Q2 2024 Jul 31, 2024	SELL	$176.58 - $186.7 $21,366 - $22,590	-121 Reduced 1.71%	6,972 $1.27 Million
Q1 2024 Apr 15, 2024	BUY	$171.09 - $186.81 $20,017 - $21,856	117 Added 1.68%	7,093 $1.33 Million
Q4 2023 Jan 12, 2024	BUY	$147.64 - $174.21 $734,804 - $867,043	4,977 Added 248.97%	6,976 $1.21 Million

Q4 2021 Feb 11, 2022	BUY	$145.8 - $156.8 $291,454 - $313,443	1,999 New	1,999 $304,000

Others Institutions Holding IVE

# of Institutions

1,769

Shares Held

169M

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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Henrickson Nauta Wealth Advisors, Inc. Ishares S&P 500 Value ETF Transaction History