Dumont & Blake Investment Advisors LLC Ishares S&P 500 Value ETF Transaction History

Dumont & Blake Investment Advisors LLC

  • $386 Million
  • Q3 2025

A detailed history of Dumont & Blake Investment Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Dumont & Blake Investment Advisors LLC holds 10,795 shares of IVE stock, worth $2.26 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
10,795
Previous 10,746 0.46%
Holding current value
$2.26 Million
Previous $2.1 Million 6.19%
% of portfolio
0.58%
Previous 0.59%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$194.44 - $206.51 $9,527 - $10,118
49 Added 0.46%
10,795 $2.23 Million
Q2 2025

Jul 29, 2025
SELL
$168.34 - $195.42 $1,851 - $2,149
-11 Reduced 0.1%
10,746 $2.1 Million
Q1 2025

Apr 08, 2025
BUY
$185.78 - $198.58 $928 - $992
5 Added 0.05%
10,757 $2.03 Million
Q4 2024

Jan 23, 2025
SELL
$189.5 - $206.17 $5,116 - $5,566
-27 Reduced 0.25%
10,752 $2.05 Million
Q3 2024

Oct 23, 2024
SELL
$181.06 - $197.17 $1.95 Million - $2.12 Million
-10,760 Reduced 49.96%
10,779 $2.13 Million
Q2 2024

Jul 23, 2024
BUY
$176.58 - $186.7 $1.99 Million - $2.1 Million
11,270 Added 109.75%
21,539 $3.92 Million
Q1 2024

Apr 17, 2024
BUY
$171.09 - $186.81 $17,451 - $19,054
102 Added 1.0%
10,269 $1.92 Million
Q4 2023

Jan 23, 2024
SELL
$147.64 - $174.21 $1,919 - $2,264
-13 Reduced 0.13%
10,167 $1.77 Million
Q3 2023

Oct 27, 2023
BUY
$153.33 - $166.75 $44,465 - $48,357
290 Added 2.93%
10,180 $1.57 Million
Q2 2023

Aug 03, 2023
BUY
$149.72 - $161.19 $20,960 - $22,566
140 Added 1.44%
9,890 $1.59 Million
Q1 2023

Apr 14, 2023
SELL
$144.21 - $159.47 $11,392 - $12,598
-79 Reduced 0.8%
9,750 $1.48 Million
Q4 2022

Jan 26, 2023
SELL
$129.68 - $151.79 $8,818 - $10,321
-68 Reduced 0.69%
9,829 $1.43 Million
Q3 2022

Oct 24, 2022
SELL
$128.52 - $150.96 $6,811 - $8,000
-53 Reduced 0.53%
9,897 $1.27 Million
Q2 2022

Aug 03, 2022
SELL
$133.27 - $158.52 $11,194 - $13,315
-84 Reduced 0.84%
9,950 $1.37 Million
Q1 2022

Apr 27, 2022
BUY
$147.46 - $159.06 $1.48 Million - $1.6 Million
10,034 New
10,034 $1.56 Million

Others Institutions Holding IVE

# of Institutions
1,766
Shares Held
168M
Call Options Held
67.9K
Put Options Held
38.7K
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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