A detailed history of Investment Research & Advisory Group, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Investment Research & Advisory Group, Inc. holds 2,555 shares of IVE stock, worth $522,727. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,555
Previous 2,545 0.39%
Holding current value
$522,727
Previous $485,000 2.89%
% of portfolio
0.19%
Previous 0.2%

Shares

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

Jul 17, 2025

BUY
$168.34 - $195.42 $1,683 - $1,954
10 Added 0.39%
2,555 $499,000
Q4 2021

Jan 19, 2022

SELL
$145.8 - $156.8 $238,237 - $256,211
-1,634 Reduced 39.1%
2,545 $399,000
Q2 2021

Jul 29, 2021

BUY
$142.18 - $151.25 $594,170 - $632,073
4,179 New
4,179 $617,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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