Gilliland Jeter Wealth Management LLC Ishares S&P 500 Value ETF Transaction History

Gilliland Jeter Wealth Management LLC

$307 Billion
Q2 2025

A detailed history of Gilliland Jeter Wealth Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Gilliland Jeter Wealth Management LLC holds 2,849 shares of IVE stock, worth $566,324. This represents 0.18% of its overall portfolio holdings.

Number of Shares

2,849

Previous 2,184 30.45%

Holding current value

$566,324

Previous $416 Million 33.8%

% of portfolio

0.18%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$168.34 - $195.42 $111,946 - $129,954	665 Added 30.45%	2,849 $557 Million
Q1 2025 Apr 29, 2025	BUY	$185.78 - $198.58 $116,669 - $124,708	628 Added 40.36%	2,184 $416 Million
Q4 2024 Jan 28, 2025	BUY	$189.5 - $206.17 $86,033 - $93,601	454 Added 41.2%	1,556 $297 Million
Q3 2024 Oct 18, 2024	BUY	$181.06 - $197.17 $41,643 - $45,349	230 Added 26.38%	1,102 $217 Million
Q3 2024 Oct 17, 2024	SELL	$181.06 - $197.17 $5,069 - $5,520	-28 Reduced 3.11%	872 $163 Million
Q2 2024 Jul 24, 2024	BUY	$176.58 - $186.7 $4,944 - $5,227	28 Added 3.21%	900 $164 Million
Q1 2024 May 02, 2024	BUY	$171.09 - $186.81 $149,190 - $162,898	872 New	872 $163 Million

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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Gilliland Jeter Wealth Management LLC Ishares S&P 500 Value ETF Transaction History