Talisman Wealth Advisors LLC Ishares S&P 500 Value ETF Transaction History

Talisman Wealth Advisors LLC

  • $120 Million
  • Q3 2025

A detailed history of Talisman Wealth Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 2,916 shares of IVE stock, worth $611,222. This represents 0.5% of its overall portfolio holdings.

Number of Shares
2,916
Previous 2,224 31.12%
Holding current value
$611,222
Previous $434,000 38.71%
% of portfolio
0.5%
Previous 0.4%

Shares

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

Nov 14, 2025
BUY
$194.44 - $206.51 $134,552 - $142,904
692 Added 31.12%
2,916 $602,000
Q2 2025

Aug 14, 2025
BUY
$168.34 - $195.42 $79,624 - $92,433
473 Added 27.01%
2,224 $434,000
Q1 2025

May 14, 2025
BUY
$185.78 - $198.58 $325,300 - $347,713
1,751 New
1,751 $333,000

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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