Frank, Rimerman Advisors LLC Ishares S&P 500 Value ETF Transaction History

Frank, Rimerman Advisors LLC

$1.53 Billion
Q3 2025

A detailed history of Frank, Rimerman Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Frank, Rimerman Advisors LLC holds 117,200 shares of IVE stock, worth $24.6 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares

117,200

Previous 243,910 51.95%

Holding current value

$24.6 Million

Previous $47.7 Million 49.22%

% of portfolio

1.58%

Previous 3.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$194.44 - $206.51 $24.6 Million - $26.2 Million	-126,710 Reduced 51.95%	117,200 $24.2 Million
Q1 2025 May 12, 2025	SELL	$185.78 - $198.58 $4.84 Million - $5.17 Million	-26,045 Reduced 9.65%	243,910 $46.5 Million
Q1 2023 May 15, 2023	BUY	$144.21 - $159.47 $38.9 Million - $43 Million	269,955 New	269,955 $41 Billion
Q4 2022 Sep 07, 2023	BUY	$129.68 - $151.79 $17.5 Million - $20.4 Million	134,620 Added 99.47%	269,955 $39.2 Billion
Q3 2022 Sep 07, 2023	BUY	$128.52 - $150.96 $11.6 Million - $13.6 Million	90,335 Added 200.74%	135,335 $17.4 Billion

Q2 2022 Sep 07, 2023	SELL	$133.27 - $158.52 $30 Million - $35.7 Million	-224,955 Reduced 83.33%	45,000 $6.19 Billion

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

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Frank, Rimerman Advisors LLC Ishares S&P 500 Value ETF Transaction History