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

Triad Wealth Partners, LLC

$775 Billion
Q3 2025

A detailed history of Triad Wealth Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 114,533 shares of IVE stock, worth $24 Million. This represents 3.05% of its overall portfolio holdings.

Number of Shares

114,533

Previous 88,782 29.0%

Holding current value

$24 Million

Previous $17.3 Billion 36.33%

% of portfolio

3.05%

Previous 3.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$194.44 - $206.51 $5.01 Million - $5.32 Million	25,751 Added 29.0%	114,533 $23.7 Billion
Q2 2025 Jul 21, 2025	BUY	$168.34 - $195.42 $3.02 Million - $3.5 Million	17,915 Added 25.28%	88,782 $17.3 Billion
Q1 2025 May 14, 2025	BUY	$185.78 - $198.58 $4.11 Million - $4.39 Million	22,115 Added 45.36%	70,867 $13.5 Billion
Q4 2024 Feb 06, 2025	BUY	$189.5 - $206.17 $5.37 Million - $5.84 Million	28,341 Added 138.85%	48,752 $9.31 Billion
Q3 2024 Oct 21, 2024	BUY	$181.06 - $197.17 $3.69 Million - $4.02 Million	20,407 Added 510175.0%	20,411 $4.02 Billion

Q2 2024 Jul 18, 2024	BUY	$176.58 - $186.7 $706 - $746	4 New	4 $728,000

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

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 Triad Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

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

Account

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