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

Diversify Advisory Services, LLC

$2.61 Trillion
Q2 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 9,757 shares of IVE stock, worth $1.98 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

9,757

Previous 12,322 20.82%

Holding current value

$1.98 Million

Previous $2.26 Billion 13.43%

% of portfolio

0.07%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$168.34 - $195.42 $431,792 - $501,252	-2,565 Reduced 20.82%	9,757 $1.96 Billion
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

1,708

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