Legacy Financial Strategies, LLC Ishares S&P 500 Value ETF Transaction History

Legacy Financial Strategies, LLC

  • $505 Million
  • Q2 2025

A detailed history of Legacy Financial Strategies, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 1,116 shares of IVE stock, worth $230,442. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,116
Previous 1,138 1.93%
Holding current value
$230,442
Previous $214,000 1.87%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jul 10, 2025
SELL
$168.34 - $195.42 $3,703 - $4,299
-22 Reduced 1.93%
1,116 $218,000
Q4 2024

Jan 28, 2025
BUY
$189.5 - $206.17 $568 - $618
3 Added 0.26%
1,138 $217,000
Q3 2024

Oct 18, 2024
BUY
$181.06 - $197.17 $205,503 - $223,787
1,135 New
1,135 $223,000

Others Institutions Holding IVE

# of Institutions
1,709
Shares Held
166M
Call Options Held
93.3K
Put Options Held
41K
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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