Cahill Financial Advisors Inc Ishares S&P 500 Value ETF Transaction History

Cahill Financial Advisors Inc

  • $714 Million
  • Q1 2025

A detailed history of Cahill Financial Advisors Inc transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 108,248 shares of IVE stock, worth $20.6 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares
108,248
Previous 152,662 29.09%
Holding current value
$20.6 Million
Previous $29.1 Million 29.21%
% of portfolio
2.89%
Previous 4.08%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$185.78 - $198.58 $8.25 Million - $8.82 Million
-44,414 Reduced 29.09%
108,248 $20.6 Million
Q4 2024

Feb 13, 2025
BUY
$189.5 - $206.17 $634,635 - $690,463
3,349 Added 2.24%
152,662 $29.1 Million
Q3 2024

Nov 12, 2024
BUY
$181.06 - $197.17 $300,016 - $326,710
1,657 Added 1.12%
149,313 $29.4 Million
Q2 2024

Aug 06, 2024
SELL
$176.58 - $186.7 $706,496 - $746,986
-4,001 Reduced 2.64%
147,656 $26.9 Million
Q1 2024

May 13, 2024
BUY
$171.09 - $186.81 $879,231 - $960,016
5,139 Added 3.51%
151,657 $28.3 Million
Q4 2023

Feb 13, 2024
BUY
$147.64 - $174.21 $37,795 - $44,597
256 Added 0.18%
146,518 $25.5 Million
Q3 2023

Nov 14, 2023
BUY
$153.33 - $166.75 $5.91 Million - $6.43 Million
38,548 Added 35.79%
146,262 $22.5 Million
Q2 2023

Aug 14, 2023
BUY
$149.72 - $161.19 $635,261 - $683,929
4,243 Added 4.1%
107,714 $17.4 Million
Q1 2023

May 11, 2023
SELL
$144.21 - $159.47 $74,412 - $82,286
-516 Reduced 0.5%
103,471 $15.7 Million
Q4 2022

Feb 14, 2023
SELL
$129.68 - $151.79 $269,604 - $315,571
-2,079 Reduced 1.96%
103,987 $15.1 Million
Q3 2022

Nov 14, 2022
BUY
$128.52 - $150.96 $1.26 Million - $1.47 Million
9,768 Added 10.14%
106,066 $13.6 Million
Q2 2022

Aug 08, 2022
SELL
$133.27 - $158.52 $36,515 - $43,434
-274 Reduced 0.28%
96,298 $13.2 Million
Q1 2022

May 12, 2022
SELL
$147.46 - $159.06 $705,596 - $761,102
-4,785 Reduced 4.72%
96,572 $15 Million
Q4 2021

Feb 11, 2022
SELL
$145.8 - $156.8 $191,143 - $205,564
-1,311 Reduced 1.28%
101,357 $15.9 Million
Q3 2021

Nov 16, 2021
SELL
$143.75 - $152.0 $661,393 - $699,352
-4,601 Reduced 4.29%
102,668 $14.9 Million
Q2 2021

Aug 16, 2021
SELL
$142.18 - $151.25 $162,796 - $173,181
-1,145 Reduced 1.06%
107,269 $15.8 Million
Q1 2021

May 17, 2021
SELL
$125.98 - $142.4 $1.11 Million - $1.26 Million
-8,842 Reduced 7.54%
108,414 $15.3 Million
Q4 2020

Feb 17, 2021
BUY
$109.93 - $128.18 $2.53 Million - $2.94 Million
22,972 Added 24.36%
117,256 $15 Million
Q3 2020

Nov 17, 2020
SELL
$106.77 - $118.22 $197,204 - $218,352
-1,847 Reduced 1.92%
94,284 $10.6 Million
Q2 2020

Aug 12, 2020
SELL
$91.94 - $119.67 $1.93 Million - $2.52 Million
-21,025 Reduced 17.95%
96,131 $10.4 Million
Q1 2020

May 18, 2020
SELL
$82.97 - $131.79 $1.21 Million - $1.92 Million
-14,579 Reduced 11.07%
117,156 $11.3 Million
Q1 2020

May 15, 2020
BUY
$82.97 - $131.79 $509,518 - $809,322
6,141 Added 4.89%
131,735 $446,000
Q4 2019

Feb 14, 2020
SELL
$115.41 - $130.26 $121,642 - $137,294
-1,054 Reduced 0.83%
125,594 $16.3 Million
Q3 2019

Nov 14, 2019
SELL
$112.0 - $120.88 $620,144 - $669,312
-5,537 Reduced 4.19%
126,648 $15.1 Million
Q2 2019

Aug 14, 2019
SELL
$108.5 - $117.48 $69,331 - $75,069
-639 Reduced 0.48%
132,185 $15.4 Million
Q1 2019

May 16, 2019
SELL
$99.16 - $114.4 $1.45 Million - $1.67 Million
-14,580 Reduced 9.89%
132,824 $15 Million
Q4 2018

Feb 15, 2019
BUY
$95.36 - $116.8 $1.25 Million - $1.53 Million
13,121 Added 9.77%
147,404 $14.9 Million
Q3 2018

Nov 13, 2018
BUY
$110.03 - $118.53 $196,953 - $212,168
1,790 Added 1.35%
134,283 $15.6 Million
Q2 2018

Aug 15, 2018
BUY
$107.03 - $113.19 $308,995 - $326,779
2,887 Added 2.23%
132,493 $14.6 Million
Q1 2018

May 15, 2018
BUY
$106.61 - $121.11 $113,219 - $128,618
1,062 Added 0.83%
129,606 $14.2 Million
Q4 2017

Feb 13, 2018
BUY
$108.39 - $114.78 $114,785 - $121,552
1,059 Added 0.83%
128,544 $14.7 Million
Q3 2017

Nov 14, 2017
BUY
$107.31 - $107.91 $141,219 - $142,009
1,316 Added 1.04%
127,485 $13.8 Million
Q2 2017

Aug 14, 2017
BUY
N/A
126,169
126,169 $13.2 Million

Others Institutions Holding IVE

# of Institutions
1,696
Shares Held
160M
Call Options Held
124K
Put Options Held
51.5K
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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