Vest Gen Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Vest Gen Advisors, LLC

  • $3 Trillion
  • Q3 2025

A detailed history of Vest Gen Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 86,793 shares of IVE stock, worth $18.2 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
86,793
Previous 85,588 1.41%
Holding current value
$18.2 Million
Previous $16.8 Billion 6.73%
% of portfolio
0.6%
Previous 0.67%

Shares

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

Nov 14, 2025
BUY
$194.44 - $206.51 $234,300 - $248,844
1,205 Added 1.41%
86,793 $17.9 Billion
Q2 2025

Aug 13, 2025
BUY
$168.34 - $195.42 $1.69 Million - $1.96 Million
10,055 Added 13.31%
85,588 $16.8 Billion
Q1 2025

May 13, 2025
BUY
$185.78 - $198.58 $14 Million - $15 Million
75,533 New
75,533 $14.4 Billion

Others Institutions Holding IVE

# of Institutions
1,765
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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