A detailed history of Compass Financial Services Inc transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Compass Financial Services Inc holds 1,885 shares of IVE stock, worth $387,631. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,885
Previous 1,878 0.37%
Holding current value
$387,631
Previous $358 Million 2.92%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Aug 08, 2025

BUY
$168.34 - $195.42 $1,178 - $1,367
7 Added 0.37%
1,885 $368 Million
Q1 2025

Jun 10, 2025

BUY
$185.78 - $198.58 $1,114 - $1,191
6 Added 0.32%
1,878 $358 Million
Q4 2024

Jan 28, 2025

BUY
$189.5 - $206.17 $354,744 - $385,950
1,872 New
1,872 $357 Million

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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