Hcr Wealth Advisors Ishares S&P 500 Value ETF Transaction History

Hcr Wealth Advisors

$940 Million
Q3 2025

A detailed history of Hcr Wealth Advisors transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Hcr Wealth Advisors holds 2,144 shares of IVE stock, worth $449,403. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,144

Previous 2,280 5.96%

Holding current value

$449,403

Previous $445,000 0.67%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 03, 2025	SELL	$194.44 - $206.51 $26,443 - $28,085	-136 Reduced 5.96%	2,144 $442,000
Q2 2025 Jul 17, 2025	BUY	$168.34 - $195.42 $13,298 - $15,438	79 Added 3.59%	2,280 $445,000
Q1 2025 Apr 21, 2025	SELL	$185.78 - $198.58 $3,715 - $3,971	-20 Reduced 0.9%	2,201 $419,000
Q2 2024 Aug 06, 2024	BUY	$176.58 - $186.7 $7,063 - $7,468	40 Added 1.83%	2,221 $404,000
Q1 2024 May 10, 2024	BUY	$171.09 - $186.81 $855 - $934	5 Added 0.23%	2,181 $407,000

Q4 2023 Feb 09, 2024	BUY	$147.64 - $174.21 $321,264 - $379,080	2,176 New	2,176 $378,000
Q1 2021 May 13, 2021	SELL	$125.98 - $142.4 $24,944 - $28,195	-198 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$109.93 - $128.18 $18,248 - $21,277	166 Added 518.75%	198 $25,000
Q1 2020 May 08, 2020	BUY	$82.97 - $131.79 $2,655 - $4,217	32 New	32 $3,000

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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Hcr Wealth Advisors Ishares S&P 500 Value ETF Transaction History