Client 1 St Advisory Group, LLC Ishares S&P 500 Value ETF Transaction History

Client 1 St Advisory Group, LLC

  • $306 Million
  • Q3 2025

A detailed history of Client 1 St Advisory Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 1,348 shares of IVE stock, worth $282,554. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,348
Previous 1,104 22.1%
Holding current value
$282,554
Previous $215,000 29.3%
% of portfolio
0.09%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$194.44 - $206.51 $47,443 - $50,388
244 Added 22.1%
1,348 $278,000
Q2 2025

Jul 18, 2025
BUY
$168.34 - $195.42 $185,847 - $215,743
1,104 New
1,104 $215,000
Q1 2020

May 15, 2020
SELL
$82.97 - $131.79 $203,525 - $323,280
-2,453 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$115.41 - $130.26 $283,100 - $319,527
2,453 New
2,453 $319,000

Others Institutions Holding IVE

# of Institutions
1,766
Shares Held
168M
Call Options Held
67.9K
Put Options Held
38.7K
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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