Horst & Graben Wealth Management LLC Ishares S&P 500 Value ETF Transaction History

Horst & Graben Wealth Management LLC

$573 Million
Q3 2025

A detailed history of Horst & Graben Wealth Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 105,994 shares of IVE stock, worth $22.2 Million. This represents 3.82% of its overall portfolio holdings.

Number of Shares

105,994

Previous 101,626 4.3%

Holding current value

$22.2 Million

Previous $19.9 Million 10.22%

% of portfolio

3.82%

Previous 3.63%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$194.44 - $206.51 $849,313 - $902,035	4,368 Added 4.3%	105,994 $21.9 Million
Q2 2025 Jul 28, 2025	BUY	$168.34 - $195.42 $1.19 Million - $1.38 Million	7,050 Added 7.45%	101,626 $19.9 Million
Q1 2025 Apr 29, 2025	BUY	$185.78 - $198.58 $4.45 Million - $4.76 Million	23,968 Added 33.95%	94,576 $18 Million
Q4 2024 Jan 24, 2025	BUY	$189.5 - $206.17 $225,694 - $245,548	1,191 Added 1.72%	70,608 $13.5 Million
Q3 2024 Oct 21, 2024	BUY	$181.06 - $197.17 $281,910 - $306,993	1,557 Added 2.29%	69,417 $13.7 Million

Q2 2024 Jul 23, 2024	BUY	$176.58 - $186.7 $125,371 - $132,557	710 Added 1.06%	67,860 $12.4 Million
Q1 2024 Apr 22, 2024	BUY	$171.09 - $186.81 $11.5 Million - $12.5 Million	67,150 New	67,150 $12.5 Million

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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Horst & Graben Wealth Management LLC Ishares S&P 500 Value ETF Transaction History