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

Partners Wealth Management, LLC

  • $101 Billion
  • Q3 2025

A detailed history of Partners Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Partners Wealth Management, LLC holds 11,827 shares of IVE stock, worth $2.48 Million. This represents 2.41% of its overall portfolio holdings.

Number of Shares
11,827
Previous 11,720 0.91%
Holding current value
$2.48 Million
Previous $2.23 Billion 9.49%
% of portfolio
2.41%
Previous 2.54%

Shares

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

Oct 29, 2025
BUY
$194.44 - $206.51 $20,805 - $22,096
107 Added 0.91%
11,827 $2.44 Billion
Q1 2025

Apr 17, 2025
BUY
$185.78 - $198.58 $52,018 - $55,602
280 Added 2.45%
11,720 $2.23 Billion
Q4 2024

Feb 04, 2025
BUY
$189.5 - $206.17 $2.17 Million - $2.36 Million
11,440 New
11,440 $2.18 Billion

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
Track This Portfolio

Track Partners Wealth Management, LLC Portfolio

Follow Partners Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Partners Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Partners Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email