Camelot Technology Advisors, Inc. Ishares S&P 500 Value ETF Transaction History

Camelot Technology Advisors, Inc.

$117 Billion
Q2 2025

A detailed history of Camelot Technology Advisors, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Camelot Technology Advisors, Inc. holds 3,079 shares of IVE stock, worth $617,555. This represents 0.51% of its overall portfolio holdings.

Number of Shares

3,079

Previous 3,192 3.54%

Holding current value

$617,555

Previous $608 Million 1.1%

% of portfolio

0.51%

Previous 0.55%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	SELL	$168.34 - $195.42 $19,022 - $22,082	-113 Reduced 3.54%	3,079 $602 Million
Q1 2025 Apr 14, 2025	BUY	$185.78 - $198.58 $2,043 - $2,184	11 Added 0.35%	3,192 $608 Million
Q4 2024 Jan 16, 2025	BUY	$189.5 - $206.17 $3,032 - $3,298	16 Added 0.51%	3,181 $607 Million
Q3 2024 Oct 07, 2024	SELL	$181.06 - $197.17 $54,499 - $59,348	-301 Reduced 8.68%	3,165 $624 Million
Q2 2024 Aug 09, 2024	SELL	$176.58 - $186.7 $5,473 - $5,787	-31 Reduced 0.89%	3,466 $631 Million
Q1 2024 May 08, 2024	BUY	$171.09 - $186.81 $2,395 - $2,615	14 Added 0.4%	3,497 $653 Million
Q4 2023 May 06, 2024	BUY	$147.64 - $174.21 $514,230 - $606,773	3,483 New	3,483 $606 Million

Others Institutions Holding IVE

# of Institutions

1,708

Shares Held

161M

Call Options Held

124K

Put Options Held

51.5K

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 Camelot Technology Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Camelot Technology Advisors, Inc. with notifications on news.

Account

Camelot Technology Advisors, Inc. Ishares S&P 500 Value ETF Transaction History