Dbk Financial Counsel, LLC Ishares S&P 500 Value ETF Transaction History

Dbk Financial Counsel, LLC

  • $108 Million
  • Q2 2025

A detailed history of Dbk Financial Counsel, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Dbk Financial Counsel, LLC holds 6,272 shares of IVE stock, worth $1.25 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
6,272
Previous 6,272 -0.0%
Holding current value
$1.25 Million
Previous $1.18 Million 3.55%
% of portfolio
1.13%
Previous 1.21%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$185.78 - $198.58 $659,519 - $704,959
3,550 Added 130.42%
6,272 $1.18 Million
Q3 2024

Oct 02, 2024
SELL
$181.06 - $197.17 $11,044 - $12,027
-61 Reduced 2.19%
2,722 $536,000
Q2 2024

Jul 10, 2024
SELL
$176.58 - $186.7 $9,711 - $10,268
-55 Reduced 1.94%
2,783 $506,000
Q1 2024

Apr 15, 2024
SELL
$171.09 - $186.81 $72,884 - $79,581
-426 Reduced 13.05%
2,838 $530,000
Q1 2023

Apr 06, 2023
SELL
$144.21 - $159.47 $19,468 - $21,528
-135 Reduced 3.97%
3,264 $495,000
Q4 2021

Jan 20, 2022
BUY
$145.8 - $156.8 $495,574 - $532,963
3,399 New
3,399 $532,000

Others Institutions Holding IVE

# of Institutions
1,710
Shares Held
161M
Call Options Held
124K
Put Options Held
51.5K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Dbk Financial Counsel, LLC Portfolio

Follow Dbk Financial Counsel, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dbk Financial Counsel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dbk Financial Counsel, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email