Cws Financial Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Cws Financial Advisors, LLC

$332 Million
Q2 2025

A detailed history of Cws Financial Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 2,698 shares of IVE stock, worth $546,398. This represents 0.16% of its overall portfolio holdings.

Number of Shares

2,698

Previous 2,696 0.07%

Holding current value

$546,398

Previous $513,000 2.73%

% of portfolio

0.16%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$168.34 - $195.42 $336 - $390	2 Added 0.07%	2,698 $527,000
Q1 2025 May 13, 2025	BUY	$185.78 - $198.58 $7,802 - $8,340	42 Added 1.58%	2,696 $513,000
Q4 2024 Feb 04, 2025	BUY	$189.5 - $206.17 $568 - $618	3 Added 0.11%	2,654 $506,000
Q3 2024 Nov 14, 2024	BUY	$181.06 - $197.17 $362 - $394	2 Added 0.08%	2,651 $522,000
Q2 2024 Jul 31, 2024	BUY	$176.58 - $186.7 $10,418 - $11,015	59 Added 2.28%	2,649 $482,000
Q1 2024 May 01, 2024	BUY	$171.09 - $186.81 $342 - $373	2 Added 0.08%	2,590 $483,000
Q2 2020 Aug 11, 2020	SELL	$91.94 - $119.67 $59,117 - $76,947	-643 Reduced 19.9%	2,588 $280,000
Q4 2019 Feb 14, 2020	BUY	$115.41 - $130.26 $372,889 - $420,870	3,231 New	3,231 $420,000

Others Institutions Holding IVE

# of Institutions

1,710

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

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Cws Financial Advisors, LLC Ishares S&P 500 Value ETF Transaction History