Apella Capital, LLC Ishares S&P 500 Value ETF Transaction History

Apella Capital, LLC

$4.28 Billion
Q3 2025

A detailed history of Apella Capital, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Apella Capital, LLC holds 9,589 shares of IVE stock, worth $1.96 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,589

Previous 3,797 152.54%

Holding current value

$1.96 Million

Previous $742,000 166.85%

% of portfolio

0.05%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$194.44 - $206.51 $1.13 Million - $1.2 Million	5,792 Added 152.54%	9,589 $1.98 Million
Q2 2025 Jul 08, 2025	SELL	$168.34 - $195.42 $16,665 - $19,346	-99 Reduced 2.54%	3,797 $742,000
Q1 2025 Apr 10, 2025	BUY	$185.78 - $198.58 $37,156 - $39,716	200 Added 5.41%	3,896 $735,000
Q4 2024 Jan 14, 2025	BUY	$189.5 - $206.17 $217,546 - $236,683	1,148 Added 45.05%	3,696 $705,000
Q3 2024 Oct 03, 2024	BUY	$181.06 - $197.17 $3,983 - $4,337	22 Added 0.87%	2,548 $502,000
Q2 2024 Jul 10, 2024	BUY	$176.58 - $186.7 $17,834 - $18,856	101 Added 4.16%	2,526 $459,000
Q1 2024 Apr 10, 2024	BUY	$171.09 - $186.81 $204,965 - $223,798	1,198 Added 97.64%	2,425 $453,000
Q4 2023 Jan 05, 2024	BUY	$147.64 - $174.21 $181,154 - $213,755	1,227 New	1,227 $213,000

Others Institutions Holding IVE

# of Institutions

1,711

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

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Apella Capital, LLC Ishares S&P 500 Value ETF Transaction History