Burkett Financial Services, LLC Ishares S&P 500 Value ETF Transaction History

Burkett Financial Services, LLC

$278 Billion
Q2 2025

A detailed history of Burkett Financial Services, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Burkett Financial Services, LLC holds 7,535 shares of IVE stock, worth $1.54 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

7,535

Previous 7,271 3.63%

Holding current value

$1.54 Million

Previous $1.39 Billion 6.27%

% of portfolio

0.53%

Previous 0.56%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 01, 2025	BUY	$168.34 - $195.42 $44,441 - $51,590	264 Added 3.63%	7,535 $1.47 Billion
Q1 2025 Apr 11, 2025	BUY	$185.78 - $198.58 $15,977 - $17,077	86 Added 1.2%	7,271 $1.39 Billion
Q4 2024 Jan 06, 2025	SELL	$189.5 - $206.17 $15,728 - $17,112	-83 Reduced 1.14%	7,185 $1.37 Billion
Q3 2024 Oct 08, 2024	BUY	$181.06 - $197.17 $4,707 - $5,126	26 Added 0.36%	7,268 $1.43 Billion
Q2 2024 Jul 10, 2024	SELL	$176.58 - $186.7 $7,239 - $7,654	-41 Reduced 0.56%	7,242 $1.32 Billion
Q1 2024 Apr 01, 2024	SELL	$171.09 - $186.81 $274,428 - $299,643	-1,604 Reduced 18.05%	7,283 $1.36 Billion
Q4 2023 Feb 12, 2024	BUY	$147.64 - $174.21 $1.31 Million - $1.55 Million	8,887 New	8,887 $1.55 Billion

Others Institutions Holding IVE

# of Institutions

1,714

Shares Held

166M

Call Options Held

93.3K

Put Options Held

41K

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 Burkett Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Burkett Financial Services, LLC with notifications on news.

Account

Burkett Financial Services, LLC Ishares S&P 500 Value ETF Transaction History