Cosner Financial Group, LLC Ishares S&P 500 Value ETF Transaction History

Cosner Financial Group, LLC

$180 Billion
Q2 2025

A detailed history of Cosner Financial Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Cosner Financial Group, LLC holds 80,051 shares of IVE stock, worth $15.9 Million. This represents 8.71% of its overall portfolio holdings.

Number of Shares

80,051

Previous 76,663 4.42%

Holding current value

$15.9 Million

Previous $14.6 Billion 7.07%

% of portfolio

8.71%

Previous 8.93%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$168.34 - $195.42 $570,335 - $662,082	3,388 Added 4.42%	80,051 $15.6 Billion
Q1 2025 May 07, 2025	BUY	$185.78 - $198.58 $1.59 Million - $1.7 Million	8,561 Added 12.57%	76,663 $14.6 Billion
Q4 2024 Jan 31, 2025	BUY	$189.5 - $206.17 $694,328 - $755,406	3,664 Added 5.69%	68,102 $13 Billion
Q3 2024 Nov 14, 2024	SELL	$181.06 - $197.17 $46,351 - $50,475	-256 Reduced 0.4%	64,438 $12.7 Billion
Q2 2024 Aug 13, 2024	BUY	$176.58 - $186.7 $746,403 - $789,180	4,227 Added 6.99%	64,694 $11.8 Billion
Q1 2024 May 02, 2024	BUY	$171.09 - $186.81 $173,314 - $189,238	1,013 Added 1.7%	60,467 $11.3 Billion
Q4 2023 Feb 08, 2024	BUY	$147.64 - $174.21 $272,395 - $321,417	1,845 Added 3.2%	59,454 $10.3 Billion
Q3 2023 Nov 08, 2023	BUY	$153.33 - $166.75 $185,529 - $201,767	1,210 Added 2.15%	57,609 $8.86 Billion
Q2 2023 Aug 08, 2023	BUY	$149.72 - $161.19 $8.44 Million - $9.09 Million	56,399 New	56,399 $9.09 Billion

Others Institutions Holding IVE

# of Institutions

1,709

Shares Held

165M

Call Options Held

128K

Put Options Held

50K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Cosner Financial Group, LLC Ishares S&P 500 Value ETF Transaction History