Cheviot Value Management, LLC Ishares S&P 500 Value ETF Transaction History

Cheviot Value Management, LLC

$820 Million
Q1 2025

A detailed history of Cheviot Value Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Cheviot Value Management, LLC holds 22 shares of IVE stock, worth $4,193. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,193

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 08, 2025	BUY	$185.78 - $198.58 $4,087 - $4,368	22 New	22 $4,000

Others Institutions Holding IVE

# of Institutions

1,696

Shares Held

160M

Call Options Held

124K

Put Options Held

51.5K

Envestnet Asset Management Inc

18.6M
Shares

$3.55 Billion
1.19% of portfolio
Jpmorgan Chase & CO New York, NY

17.8M
Shares

$3.39 Billion
0.27% of portfolio
Morgan Stanley New York, NY

13.8M
Shares

$2.63 Billion
0.19% of portfolio
Bank Of America Corp Charlotte, NC

8.58M
Shares

$1.64 Billion
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

6.98M
Shares

$1.33 Billion
0.54% of portfolio

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 Cheviot Value Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cheviot Value Management, LLC with notifications on news.

Account

Cheviot Value Management, LLC Ishares S&P 500 Value ETF Transaction History