Consolidated Planning Corp Ishares S&P 500 Value ETF Transaction History

Consolidated Planning Corp

$845 Million
Q3 2025

A detailed history of Consolidated Planning Corp transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Consolidated Planning Corp holds 1,255 shares of IVE stock, worth $263,060. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,255

Previous 1,196 4.93%

Holding current value

$263,060

Previous $233,000 11.16%

% of portfolio

0.03%

Previous 0.03%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$194.44 - $206.51 $11,471 - $12,184	59 Added 4.93%	1,255 $259,000
Q2 2025 Jul 18, 2025	SELL	$168.34 - $195.42 $4,881 - $5,667	-29 Reduced 2.37%	1,196 $233,000
Q1 2025 Apr 22, 2025	BUY	$185.78 - $198.58 $557 - $595	3 Added 0.25%	1,225 $233,000
Q4 2024 Jan 29, 2025	BUY	$189.5 - $206.17 $231,569 - $251,939	1,222 New	1,222 $233,000

Others Institutions Holding IVE

# of Institutions

1,769

Shares Held

169M

Call Options Held

67.9K

Put Options Held

38.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Consolidated Planning Corp Ishares S&P 500 Value ETF Transaction History