First Foundation Advisors Ishares S&P 500 Value ETF Transaction History

First Foundation Advisors

$2.4 Billion
Q1 2025

A detailed history of First Foundation Advisors transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, First Foundation Advisors holds 8,051 shares of IVE stock, worth $1.6 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,051

Previous 5,737 40.33%

Holding current value

$1.6 Million

Previous $1.1 Million 40.09%

% of portfolio

0.06%

Previous 0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$185.78 - $198.58 $429,894 - $459,514	2,314 Added 40.33%	8,051 $1.53 Million
Q4 2024 Feb 13, 2025	BUY	$189.5 - $206.17 $64,430 - $70,097	340 Added 6.3%	5,737 $1.1 Million
Q3 2024 Nov 13, 2024	BUY	$181.06 - $197.17 $166,575 - $181,396	920 Added 20.55%	5,397 $1.06 Million
Q2 2024 Aug 06, 2024	BUY	$176.58 - $186.7 $128,197 - $135,544	726 Added 19.35%	4,477 $814,000
Q1 2024 May 09, 2024	BUY	$171.09 - $186.81 $188,370 - $205,677	1,101 Added 41.55%	3,751 $700,000
Q4 2023 Feb 14, 2024	BUY	$147.64 - $174.21 $18,455 - $21,776	125 Added 4.95%	2,650 $460,000
Q3 2023 Nov 15, 2023	BUY	$153.33 - $166.75 $154,556 - $168,084	1,008 Added 66.45%	2,525 $388,000
Q2 2023 Aug 14, 2023	SELL	$149.72 - $161.19 $281,024 - $302,553	-1,877 Reduced 55.3%	1,517 $244,000
Q3 2022 Nov 10, 2022	BUY	$128.52 - $150.96 $205,374 - $241,234	1,598 Added 88.98%	3,394 $436,000
Q2 2022 Aug 12, 2022	SELL	$133.27 - $158.52 $3,998 - $4,755	-30 Reduced 1.64%	1,796 $247,000
Q3 2021 Nov 15, 2021	SELL	$143.75 - $152.0 $23,862 - $25,232	-166 Reduced 8.33%	1,826 $266,000
Q2 2021 Aug 13, 2021	BUY	$142.18 - $151.25 $283,222 - $301,290	1,992 New	1,992 $294,000
Q1 2018 May 15, 2018	SELL	$106.61 - $121.11 $311,087 - $353,398	-2,918 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	$108.39 - $114.78 $316,282 - $334,928	2,918	2,918 $333,000

Others Institutions Holding IVE

# of Institutions

1,708

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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First Foundation Advisors Ishares S&P 500 Value ETF Transaction History