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 $16.4 Million. This represents 8.71% of its overall portfolio holdings.

Number of Shares

80,051

Previous 76,663 4.42%

Holding current value

$16.4 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

1,711

Shares Held

166M

Call Options Held

93.3K

Put Options Held

41K

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 Cosner Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cosner Financial Group, LLC with notifications on news.

Account

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