Life Plan Investment Advisors, Inc. Ishares S&P 500 Value ETF Transaction History

Life Plan Investment Advisors, Inc.

$238 Billion
Q3 2025

A detailed history of Life Plan Investment Advisors, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Life Plan Investment Advisors, Inc. holds 16,082 shares of IVE stock, worth $3.37 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares

16,082

Previous 13,521 18.94%

Holding current value

$3.37 Million

Previous $2.64 Billion 25.69%

% of portfolio

1.39%

Previous 1.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$194.44 - $206.51 $497,960 - $528,872	2,561 Added 18.94%	16,082 $3.32 Billion
Q2 2025 Aug 14, 2025	BUY	$168.34 - $195.42 $360,584 - $418,589	2,142 Added 18.82%	13,521 $2.64 Billion
Q1 2025 May 13, 2025	BUY	$185.78 - $198.58 $904,934 - $967,283	4,871 Added 74.85%	11,379 $2.17 Billion
Q4 2024 Feb 14, 2025	BUY	$189.5 - $206.17 $111,805 - $121,640	590 Added 9.97%	6,508 $1.24 Billion
Q3 2024 Jan 21, 2025	BUY	$181.06 - $197.17 $65,905 - $71,769	364 Added 6.55%	5,918 $1.17 Billion

Q2 2024 Jan 21, 2025	BUY	$176.58 - $186.7 $122,016 - $129,009	691 Added 14.21%	5,554 $1.01 Billion
Q1 2024 Jan 21, 2025	BUY	$171.09 - $186.81 $832,010 - $908,457	4,863 New	4,863 $908 Million

Others Institutions Holding IVE

# of Institutions

1,766

Shares Held

168M

Call Options Held

67.9K

Put Options Held

38.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Plan Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Investment Advisors, Inc. with notifications on news.

Account

Life Plan Investment Advisors, Inc. Ishares S&P 500 Value ETF Transaction History