A detailed history of Efficient Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Efficient Advisors, LLC holds 50,819 shares of IVE stock, worth $9.89 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
50,819
Previous 60,992 16.68%
Holding current value
$9.89 Million
Previous $11.4 Million 18.82%
% of portfolio
0.6%
Previous 0.73%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

SELL
$176.58 - $186.7 $1.8 Million - $1.9 Million
-10,173 Reduced 16.68%
50,819 $9.25 Million
Q1 2024

May 09, 2024

SELL
$171.09 - $186.81 $1.08 Million - $1.18 Million
-6,300 Reduced 9.36%
60,992 $11.4 Million
Q4 2023

Feb 08, 2024

SELL
$147.64 - $174.21 $831,803 - $981,499
-5,634 Reduced 7.73%
67,292 $11.7 Million
Q3 2023

Nov 07, 2023

SELL
$153.33 - $166.75 $1.06 Million - $1.15 Million
-6,917 Reduced 8.66%
72,926 $11.2 Million
Q2 2023

Aug 08, 2023

SELL
$149.72 - $161.19 $1.2 Million - $1.29 Million
-8,001 Reduced 9.11%
79,843 $12.9 Million
Q1 2023

May 09, 2023

SELL
$144.21 - $159.47 $888,045 - $982,016
-6,158 Reduced 6.55%
87,844 $13.3 Million
Q4 2022

Feb 08, 2023

SELL
$129.68 - $151.79 $1.07 Million - $1.26 Million
-8,276 Reduced 8.09%
94,002 $13.6 Million
Q3 2022

Nov 08, 2022

SELL
$128.52 - $150.96 $1.21 Million - $1.42 Million
-9,405 Reduced 8.42%
102,278 $13.1 Million
Q2 2022

Aug 05, 2022

SELL
$133.27 - $158.52 $5.24 Million - $6.24 Million
-39,333 Reduced 26.05%
111,683 $15.4 Million
Q1 2022

May 11, 2022

SELL
$147.46 - $159.06 $3.49 Million - $3.77 Million
-23,689 Reduced 13.56%
151,016 $23.5 Million
Q4 2021

Jan 20, 2022

SELL
$145.8 - $156.8 $563,079 - $605,561
-3,862 Reduced 2.16%
174,705 $27.4 Million
Q3 2021

Oct 21, 2021

SELL
$143.75 - $152.0 $2.86 Million - $3.02 Million
-19,878 Reduced 10.02%
178,567 $26 Million
Q2 2021

Jul 21, 2021

SELL
$142.18 - $151.25 $1.23 Million - $1.31 Million
-8,682 Reduced 4.19%
198,445 $29.3 Million
Q1 2021

Apr 28, 2021

BUY
$125.98 - $142.4 $135,176 - $152,795
1,073 Added 0.52%
207,127 $29.3 Million
Q4 2020

Feb 02, 2021

SELL
$109.93 - $128.18 $2.25 Million - $2.63 Million
-20,480 Reduced 9.04%
206,054 $26.4 Million
Q3 2020

Nov 09, 2020

SELL
$106.77 - $118.22 $756,999 - $838,179
-7,090 Reduced 3.03%
226,534 $25.5 Million
Q2 2020

Aug 07, 2020

SELL
$91.94 - $119.67 $869,016 - $1.13 Million
-9,452 Reduced 3.89%
233,624 $25.3 Million
Q1 2020

May 15, 2020

SELL
$82.97 - $131.79 $970,334 - $1.54 Million
-11,695 Reduced 4.59%
243,076 $23.4 Million
Q4 2019

Jan 27, 2020

SELL
$115.41 - $130.26 $2.84 Million - $3.2 Million
-24,598 Reduced 8.8%
254,771 $33.1 Million
Q3 2019

Nov 07, 2019

SELL
$112.0 - $120.88 $4.22 Million - $4.55 Million
-37,638 Reduced 11.87%
279,369 $33.3 Million
Q2 2019

Aug 07, 2019

SELL
$108.5 - $117.48 $1.78 Million - $1.93 Million
-16,430 Reduced 4.93%
317,007 $37 Million
Q1 2019

May 09, 2019

SELL
$99.16 - $114.4 $1.24 Million - $1.43 Million
-12,517 Reduced 3.62%
333,437 $37.6 Million
Q4 2018

Jan 29, 2019

SELL
$95.36 - $116.8 $1.13 Million - $1.38 Million
-11,811 Reduced 3.3%
345,954 $35 Million
Q3 2018

Nov 05, 2018

SELL
$110.03 - $118.53 $1.08 Million - $1.16 Million
-9,787 Reduced 2.66%
357,765 $41.4 Million
Q2 2018

Aug 20, 2018

BUY
$107.03 - $113.19 $57,154 - $60,443
534 Added 0.15%
367,552 $40.5 Million
Q1 2018

May 01, 2018

SELL
$106.61 - $121.11 $141,684 - $160,955
-1,329 Reduced 0.36%
367,018 $40.1 Million
Q4 2017

Feb 14, 2018

SELL
$108.39 - $114.78 $315,631 - $334,239
-2,912 Reduced 0.78%
368,347 $42.1 Million
Q3 2017

Nov 16, 2017

BUY
$107.31 - $107.91 $39.8 Million - $40.1 Million
371,259
371,259 $40.1 Million

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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