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

Semus Wealth Partners LLC

$177 Billion
Q3 2025

A detailed history of Semus Wealth Partners LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Semus Wealth Partners LLC holds 5,533 shares of IVE stock, worth $1.16 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

5,533

Previous 4,619 19.79%

Holding current value

$1.16 Million

Previous $903 Million 26.59%

% of portfolio

0.65%

Previous 0.59%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$194.44 - $206.51 $177,718 - $188,750	914 Added 19.79%	5,533 $1.14 Billion
Q2 2025 Aug 11, 2025	BUY	$168.34 - $195.42 $129,285 - $150,082	768 Added 19.94%	4,619 $903 Million
Q1 2025 May 07, 2025	BUY	$185.78 - $198.58 $215,133 - $229,955	1,158 Added 43.0%	3,851 $734 Million
Q4 2024 Jan 31, 2025	BUY	$189.5 - $206.17 $64,619 - $70,303	341 Added 14.5%	2,693 $514 Million
Q3 2024 Nov 07, 2024	BUY	$181.06 - $197.17 $94,875 - $103,317	524 Added 28.67%	2,352 $464 Million

Q2 2024 Jul 31, 2024	BUY	$176.58 - $186.7 $30,548 - $32,299	173 Added 10.45%	1,828 $333 Million
Q1 2024 May 07, 2024	BUY	$171.09 - $186.81 $283,153 - $309,170	1,655 New	1,655 $309 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

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

Track This Portfolio

Portfolio Update

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

News

Stay updated on Semus Wealth Partners LLC with notifications on news.

Account

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