Keystone Financial Services Ishares S&P 500 Value ETF Transaction History

Keystone Financial Services

$276 Million
Q2 2025

A detailed history of Keystone Financial Services transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Keystone Financial Services holds 91,593 shares of IVE stock, worth $18.2 Million. This represents 6.49% of its overall portfolio holdings.

Number of Shares

91,593

Previous 75,227 21.76%

Holding current value

$18.2 Million

Previous $14.3 Million 24.85%

% of portfolio

6.49%

Previous 5.54%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$168.34 - $195.42 $2.76 Million - $3.2 Million	16,366 Added 21.76%	91,593 $17.9 Million
Q1 2025 Apr 22, 2025	BUY	$185.78 - $198.58 $4.04 Million - $4.32 Million	21,761 Added 40.7%	75,227 $14.3 Million
Q4 2024 Jan 30, 2025	BUY	$189.5 - $206.17 $144,020 - $156,689	760 Added 1.44%	53,466 $10.2 Million
Q3 2024 Nov 04, 2024	SELL	$181.06 - $197.17 $61,198 - $66,643	-338 Reduced 0.64%	52,706 $10.4 Million
Q2 2024 Jul 23, 2024	BUY	$176.58 - $186.7 $329,674 - $348,568	1,867 Added 3.65%	53,044 $9.65 Million
Q1 2024 Jun 13, 2024	BUY	$171.09 - $186.81 $8.76 Million - $9.56 Million	51,177 New	51,177 $9.56 Million

Others Institutions Holding IVE

# of Institutions

1,707

Shares Held

165M

Call Options Held

128K

Put Options Held

50K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Keystone Financial Services Ishares S&P 500 Value ETF Transaction History