Atomi Financial Group, Inc. Ishares S&P 500 Value ETF Transaction History

Atomi Financial Group, Inc.

$2.65 Trillion
Q2 2025

A detailed history of Atomi Financial Group, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Atomi Financial Group, Inc. holds 11,015 shares of IVE stock, worth $2.25 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

11,015

Previous 10,771 2.27%

Holding current value

$2.25 Million

Previous $2.05 Billion 4.86%

% of portfolio

0.08%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$168.34 - $195.42 $41,074 - $47,682	244 Added 2.27%	11,015 $2.15 Billion
Q1 2025 May 14, 2025	BUY	$185.78 - $198.58 $285,543 - $305,217	1,537 Added 16.65%	10,771 $2.05 Billion
Q4 2024 Jan 16, 2025	BUY	$189.5 - $206.17 $1.41 Million - $1.53 Million	7,431 Added 412.15%	9,234 $1.76 Billion
Q3 2024 Oct 08, 2024	SELL	$181.06 - $197.17 $16,838 - $18,336	-93 Reduced 4.91%	1,803 $356 Million
Q2 2024 Jul 26, 2024	SELL	$176.58 - $186.7 $24,897 - $26,324	-141 Reduced 6.92%	1,896 $345 Million
Q1 2024 May 07, 2024	BUY	$171.09 - $186.81 $348,510 - $380,531	2,037 New	2,037 $380 Million

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 Atomi Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atomi Financial Group, Inc. with notifications on news.

Account

Atomi Financial Group, Inc. Ishares S&P 500 Value ETF Transaction History