Net Worth Advisory Group Ishares S&P 500 Value ETF Transaction History

Net Worth Advisory Group

  • $318 Billion
  • Q1 2025

A detailed history of Net Worth Advisory Group transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Net Worth Advisory Group holds 5,341 shares of IVE stock, worth $959,083. This represents 0.32% of its overall portfolio holdings.

Number of Shares
5,341
Previous 5,240 1.93%
Holding current value
$959,083
Previous $1 Billion 1.77%
% of portfolio
0.32%
Previous 0.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$185.78 - $198.58 $18,763 - $20,056
101 Added 1.93%
5,341 $1.02 Billion
Q4 2024

Feb 07, 2025
SELL
$189.5 - $206.17 $31,078 - $33,811
-164 Reduced 3.03%
5,240 $1 Billion
Q3 2024

Oct 17, 2024
BUY
$181.06 - $197.17 $978,448 - $1.07 Million
5,404 New
5,404 $1.07 Billion

Others Institutions Holding IVE

# of Institutions
1,680
Shares Held
147M
Call Options Held
107K
Put Options Held
60.7K
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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