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

Gilliland Jeter Wealth Management LLC

$324 Billion
Q3 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 3,569 shares of IVE stock, worth $748,098. This represents 0.23% of its overall portfolio holdings.

Number of Shares

3,569

Previous 2,849 25.27%

Holding current value

$748,098

Previous $557 Million 32.37%

% of portfolio

0.23%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$194.44 - $206.51 $139,996 - $148,687	720 Added 25.27%	3,569 $737 Million
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

1,764

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