West Wealth Group, LLC Ishares S&P 500 Value ETF Transaction History

West Wealth Group, LLC

$394 Million
Q3 2025

A detailed history of West Wealth Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, West Wealth Group, LLC holds 203,887 shares of IVE stock, worth $42.7 Million. This represents 10.69% of its overall portfolio holdings.

Number of Shares

203,887

Previous 197,547 3.21%

Holding current value

$42.7 Million

Previous $38.6 Million 9.07%

% of portfolio

10.69%

Previous 10.52%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$194.44 - $206.51 $1.23 Million - $1.31 Million	6,340 Added 3.21%	203,887 $42.1 Million
Q2 2025 Aug 13, 2025	SELL	$168.34 - $195.42 $1.11 Million - $1.28 Million	-6,569 Reduced 3.22%	197,547 $38.6 Million
Q1 2025 May 05, 2025	BUY	$185.78 - $198.58 $6.11 Million - $6.54 Million	32,912 Added 19.22%	204,116 $38.9 Million
Q4 2024 Jan 22, 2025	BUY	$189.5 - $206.17 $2.11 Million - $2.3 Million	11,152 Added 6.97%	171,204 $32.7 Million
Q3 2024 Oct 23, 2024	BUY	$181.06 - $197.17 $384,390 - $418,591	2,123 Added 1.34%	160,052 $31.6 Million

Q2 2024 Aug 01, 2024	BUY	$176.58 - $186.7 $467,054 - $493,821	2,645 Added 1.7%	157,929 $28.7 Million
Q1 2024 May 08, 2024	BUY	$171.09 - $186.81 $26.6 Million - $29 Million	155,284 New	155,284 $29 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

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West Wealth Group, LLC Ishares S&P 500 Value ETF Transaction History