Kennedy Investment Group Ishares S&P 500 Value ETF Transaction History

Kennedy Investment Group

  • $252 Billion
  • Q3 2025

A detailed history of Kennedy Investment Group transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Kennedy Investment Group holds 6,497 shares of IVE stock, worth $1.36 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
6,497
Previous 7,029 7.57%
Holding current value
$1.36 Million
Previous $1.37 Billion 2.32%
% of portfolio
0.53%
Previous 0.58%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$194.44 - $206.51 $103,442 - $109,863
-532 Reduced 7.57%
6,497 $1.34 Billion
Q2 2025

Jul 15, 2025
BUY
$168.34 - $195.42 $56,562 - $65,661
336 Added 5.02%
7,029 $1.37 Billion
Q1 2025

Apr 22, 2025
SELL
$185.78 - $198.58 $70,782 - $75,658
-381 Reduced 5.39%
6,693 $1.28 Billion
Q4 2024

Jan 22, 2025
SELL
$189.5 - $206.17 $34,868 - $37,935
-184 Reduced 2.54%
7,074 $1.35 Billion
Q3 2024

Oct 21, 2024
SELL
$181.06 - $197.17 $9,234 - $10,055
-51 Reduced 0.7%
7,258 $1.43 Billion
Q2 2024

Jul 18, 2024
SELL
$176.58 - $186.7 $12,007 - $12,695
-68 Reduced 0.92%
7,309 $1.33 Billion
Q1 2024

Apr 22, 2024
SELL
$171.09 - $186.81 $8,041 - $8,780
-47 Reduced 0.63%
7,377 $1.38 Billion
Q4 2023

Jan 29, 2024
BUY
$147.64 - $174.21 $4,133 - $4,877
28 Added 0.38%
7,424 $1.29 Billion
Q3 2023

Oct 25, 2023
SELL
$153.33 - $166.75 $14,873 - $16,174
-97 Reduced 1.29%
7,396 $1.14 Billion
Q2 2023

Jul 19, 2023
SELL
$149.72 - $161.19 $151,366 - $162,963
-1,011 Reduced 11.89%
7,493 $1.21 Billion
Q1 2023

May 31, 2023
SELL
$144.21 - $159.47 $39,801 - $44,013
-276 Reduced 3.14%
8,504 $1.29 Billion
Q4 2022

May 31, 2023
BUY
$129.68 - $151.79 $1.14 Million - $1.33 Million
8,780 New
8,780 $1.27 Billion

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

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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