David J Yvars Group Ishares S&P 500 Value ETF Transaction History

David J Yvars Group

$172 Million
Q2 2025

A detailed history of David J Yvars Group transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, David J Yvars Group holds 1,102 shares of IVE stock, worth $216,653. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,102

Holding current value

$216,653

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 09, 2025	BUY	$168.34 - $195.42 $185,510 - $215,352	1,102 New	1,102 $215,000

Others Institutions Holding IVE

# of Institutions

1,706

Shares Held

163M

Call Options Held

128K

Put Options Held

51.5K

Envestnet Asset Management Inc

21M
Shares

$4.13 Billion
1.26% of portfolio
Jpmorgan Chase & CO New York, NY

17.8M
Shares

$3.49 Billion
0.27% of portfolio
Morgan Stanley New York, NY

13.8M
Shares

$2.72 Billion
0.19% of portfolio
Bank Of America Corp Charlotte, NC

8.58M
Shares

$1.69 Billion
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

6.98M
Shares

$1.37 Billion
0.54% of portfolio

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About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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David J Yvars Group Ishares S&P 500 Value ETF Transaction History