Horizon Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History

Horizon Wealth Management, LLC

  • $539 Million
  • Q3 2025

A detailed history of Horizon Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 72,020 shares of IVE stock, worth $15.1 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares
72,020
Previous 70,865 1.63%
Holding current value
$15.1 Million
Previous $13.8 Million 7.39%
% of portfolio
2.76%
Previous 2.63%

Shares

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

Nov 06, 2025
BUY
$194.44 - $206.51 $224,578 - $238,519
1,155 Added 1.63%
72,020 $14.9 Million
Q2 2025

Aug 04, 2025
SELL
$168.34 - $195.42 $20 Million - $23.2 Million
-118,918 Reduced 62.66%
70,865 $13.8 Million
Q1 2025

Apr 11, 2025
BUY
$185.78 - $198.58 $35.3 Million - $37.7 Million
189,783 New
189,783 $35.8 Million
Q3 2024

Oct 16, 2024
BUY
$181.06 - $197.17 $2.99 Million - $3.26 Million
16,512 New
16,512 $3.26 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

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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