Ehrlich Financial Group Ishares S&P 500 Value ETF Transaction History

Ehrlich Financial Group

$154 Billion
Q2 2025

A detailed history of Ehrlich Financial Group transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Ehrlich Financial Group holds 41,534 shares of IVE stock, worth $8.26 Million. This represents 5.26% of its overall portfolio holdings.

Number of Shares

41,534

Previous 42,246 1.69%

Holding current value

$8.26 Million

Previous $8.05 Billion 0.81%

% of portfolio

5.26%

Previous 5.87%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	SELL	$168.34 - $195.42 $119,858 - $139,139	-712 Reduced 1.69%	41,534 $8.12 Billion
Q1 2025 Apr 11, 2025	BUY	$185.78 - $198.58 $1.04 Million - $1.11 Million	5,604 Added 15.29%	42,246 $8.05 Billion
Q4 2024 Jan 13, 2025	SELL	$189.5 - $206.17 $153,684 - $167,203	-811 Reduced 2.17%	36,642 $6.99 Billion
Q3 2024 Oct 07, 2024	SELL	$181.06 - $197.17 $1.12 Million - $1.22 Million	-6,174 Reduced 14.15%	37,453 $7.38 Billion
Q2 2024 Jul 12, 2024	BUY	$176.58 - $186.7 $1.53 Million - $1.62 Million	8,672 Added 24.81%	43,627 $7.94 Billion
Q1 2024 Apr 15, 2024	BUY	$171.09 - $186.81 $1.94 Million - $2.11 Million	11,320 Added 47.9%	34,955 $6.53 Billion
Q4 2023 Feb 13, 2024	BUY	$147.64 - $174.21 $3.49 Million - $4.12 Million	23,635 New	23,635 $4.11 Billion

Others Institutions Holding IVE

# of Institutions

1,707

Shares Held

163M

Call Options Held

128K

Put Options Held

51.5K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Ehrlich Financial Group Ishares S&P 500 Value ETF Transaction History