Vsm Wealth Advisory, LLC Ishares S&P 500 Value ETF Transaction History

Vsm Wealth Advisory, LLC

  • $322 Billion
  • Q3 2025

A detailed history of Vsm Wealth Advisory, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 2,323 shares of IVE stock, worth $486,924. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,323
Previous 2,319 0.17%
Holding current value
$486,924
Previous $453 Million 5.84%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Nov 12, 2025
BUY
$194.44 - $206.51 $777 - $826
4 Added 0.17%
2,323 $480 Million
Q2 2025

Aug 11, 2025
SELL
$168.34 - $195.42 $10,437 - $12,116
-62 Reduced 2.6%
2,319 $453 Million
Q1 2025

May 05, 2025
BUY
$185.78 - $198.58 $557 - $595
3 Added 0.13%
2,381 $454 Million
Q4 2024

Feb 10, 2025
BUY
$189.5 - $206.17 $450,631 - $490,272
2,378 New
2,378 $454 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

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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