Briaud Financial Planning, Inc Ishares S&P 500 Value ETF Transaction History

Briaud Financial Planning, Inc

  • $254 Million
  • Q2 2025

A detailed history of Briaud Financial Planning, Inc transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 727 shares of IVE stock, worth $150,118. This represents 0.06% of its overall portfolio holdings.

Number of Shares
727
Previous 369 97.02%
Holding current value
$150,118
Previous $70,000 102.86%
% of portfolio
0.06%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$168.34 - $195.42 $60,265 - $69,960
358 Added 97.02%
727 $142,000
Q1 2025

May 09, 2025
BUY
$185.78 - $198.58 $68,552 - $73,276
369 New
369 $70,000

Others Institutions Holding IVE

# of Institutions
1,709
Shares Held
166M
Call Options Held
93.3K
Put Options Held
41K
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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