Diversify Advisory Services, LLC Ishares S&P 500 Value ETF Transaction History

Diversify Advisory Services, LLC

  • $1.6 Trillion
  • Q1 2025

A detailed history of Diversify Advisory Services, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 12,322 shares of IVE stock, worth $2.32 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
12,322
Previous 11,252 9.51%
Holding current value
$2.32 Million
Previous $2.12 Billion 6.68%
% of portfolio
0.14%
Previous 0.12%

Shares

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

May 05, 2025
BUY
$185.78 - $198.58 $198,784 - $212,480
1,070 Added 9.51%
12,322 $2.26 Billion
Q4 2024

Jan 16, 2025
SELL
$189.5 - $206.17 $170,929 - $185,965
-902 Reduced 7.42%
11,252 $2.12 Billion
Q3 2024

Oct 24, 2024
SELL
$181.06 - $197.17 $209,848 - $228,520
-1,159 Reduced 8.71%
12,154 $2.41 Billion
Q2 2024

Jul 12, 2024
BUY
$176.58 - $186.7 $54,210 - $57,316
307 Added 2.36%
13,313 $2.42 Billion
Q1 2024

Apr 30, 2024
BUY
$171.09 - $186.81 $2.23 Million - $2.43 Million
13,006 New
13,006 $2.41 Billion

Others Institutions Holding IVE

# of Institutions
1,695
Shares Held
160M
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
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