A detailed history of Madison Wealth Partners, Inc transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 1,087 shares of IVE stock, worth $227,846. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,087
Previous 1,072 1.4%
Holding current value
$227,846
Previous $209,000 7.18%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 12, 2025

BUY
$194.44 - $206.51 $2,916 - $3,097
15 Added 1.4%
1,087 $224,000
Q2 2025

Jul 29, 2025

SELL
$168.34 - $195.42 $4,376 - $5,080
-26 Reduced 2.37%
1,072 $209,000
Q1 2025

Apr 22, 2025

BUY
$185.78 - $198.58 $203,986 - $218,040
1,098 New
1,098 $209,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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