A detailed history of Interchange Capital Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Interchange Capital Partners, LLC holds 13,015 shares of IVE stock, worth $2.66 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
13,015
Previous 902 1342.9%
Holding current value
$2.66 Million
Previous $176,000 1344.89%
% of portfolio
0.61%
Previous 0.16%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025

BUY
$168.34 - $195.42 $2.04 Million - $2.37 Million
12,113 Added 1342.9%
13,015 $2.54 Million
Q2 2025

Jul 28, 2025

SELL
$168.34 - $195.42 $1.7 Million - $1.97 Million
-10,092 Reduced 91.8%
902 $176,000
Q1 2025

Apr 29, 2025

BUY
$185.78 - $198.58 $624,220 - $667,228
3,360 Added 44.01%
10,994 $2.1 Million
Q4 2024

Feb 11, 2025

BUY
$189.5 - $206.17 $61,019 - $66,386
322 Added 4.4%
7,634 $1.46 Million
Q3 2024

Oct 28, 2024

SELL
$181.06 - $197.17 $31,504 - $34,307
-174 Reduced 2.32%
7,312 $1.44 Million
Q2 2024

Jul 31, 2024

BUY
$176.58 - $186.7 $110,362 - $116,687
625 Added 9.11%
7,486 $1.36 Million
Q1 2024

May 08, 2024

BUY
$171.09 - $186.81 $1.17 Million - $1.28 Million
6,861 New
6,861 $1.28 Million
Q1 2021

May 05, 2021

SELL
$125.98 - $142.4 $24,944 - $28,195
-198 Closed
0 $0
Q4 2020

Feb 16, 2021

BUY
$109.93 - $128.18 $21,766 - $25,379
198 New
198 $25,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Interchange Capital Partners, LLC Portfolio

Follow Interchange Capital Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Interchange Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Interchange Capital Partners, LLC with notifications on news.