Lockerman Financial Group, Inc. Ishares S&P 500 Value ETF Transaction History

Lockerman Financial Group, Inc.

  • $73.5 Million
  • Q3 2025

A detailed history of Lockerman Financial Group, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Lockerman Financial Group, Inc. holds 1,718 shares of IVE stock, worth $360,109. This represents 0.48% of its overall portfolio holdings.

Number of Shares
1,718
Previous 1,568 9.57%
Holding current value
$360,109
Previous $306,000 15.69%
% of portfolio
0.48%
Previous 0.44%

Shares

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

Oct 16, 2025
BUY
$194.44 - $206.51 $29,166 - $30,976
150 Added 9.57%
1,718 $354,000
Q2 2025

Jul 17, 2025
BUY
$168.34 - $195.42 $64,979 - $75,432
386 Added 32.66%
1,568 $306,000
Q1 2025

Apr 17, 2025
BUY
$185.78 - $198.58 $219,591 - $234,721
1,182 New
1,182 $225,000

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

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