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

Lji Wealth Management, LLC

  • $573 Billion
  • Q3 2025

A detailed history of Lji Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Lji Wealth Management, LLC holds 1,809 shares of IVE stock, worth $379,184. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,809
Previous 2,363 23.44%
Holding current value
$379,184
Previous $462 Million 19.1%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 29, 2025
SELL
$194.44 - $206.51 $107,719 - $114,406
-554 Reduced 23.44%
1,809 $374 Million
Q2 2025

Jul 31, 2025
BUY
$168.34 - $195.42 $8,417 - $9,771
50 Added 2.16%
2,363 $462 Million
Q1 2025

May 01, 2025
SELL
$185.78 - $198.58 $9,289 - $9,929
-50 Reduced 2.12%
2,313 $441 Million
Q4 2024

Jan 28, 2025
SELL
$189.5 - $206.17 $42,258 - $45,975
-223 Reduced 8.62%
2,363 $451 Million
Q3 2024

Nov 06, 2024
BUY
$181.06 - $197.17 $181 - $197
1 Added 0.04%
2,586 $510 Million
Q2 2024

Aug 12, 2024
BUY
$176.58 - $186.7 $4,591 - $4,854
26 Added 1.02%
2,585 $471 Million
Q1 2024

May 15, 2024
SELL
$171.09 - $186.81 $123,698 - $135,063
-723 Reduced 22.03%
2,559 $478 Million
Q4 2023

Feb 13, 2024
BUY
$147.64 - $174.21 $6,496 - $7,665
44 Added 1.36%
3,282 $571 Million
Q3 2023

Feb 02, 2024
SELL
$153.33 - $166.75 $31.8 Million - $34.6 Million
-207,394 Reduced 98.46%
3,238 $498 Million
Q2 2023

Feb 02, 2024
BUY
$149.72 - $161.19 $31.1 Million - $33.4 Million
207,503 Added 6631.61%
210,632 $514 Million
Q1 2023

Feb 02, 2024
BUY
$144.21 - $159.47 $8,075 - $8,930
56 Added 1.82%
3,129 $475 Million
Q4 2022

Jan 02, 2024
BUY
$129.68 - $151.79 $398,506 - $466,450
3,073 New
3,073 $446 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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