Mcmorgan & CO LLC Ishares S&P 500 Value ETF Transaction History

Mcmorgan & CO LLC

  • $595 Million
  • Q3 2025

A detailed history of Mcmorgan & CO LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Mcmorgan & CO LLC holds 80,351 shares of IVE stock, worth $16.8 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares
80,351
Previous 84,161 4.53%
Holding current value
$16.8 Million
Previous $16.4 Million 0.89%
% of portfolio
2.79%
Previous 2.57%

Shares

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

Nov 12, 2025
SELL
$194.44 - $206.51 $740,816 - $786,803
-3,810 Reduced 4.53%
80,351 $16.6 Million
Q2 2025

Aug 13, 2025
SELL
$168.34 - $195.42 $202,176 - $234,699
-1,201 Reduced 1.41%
84,161 $16.4 Million
Q1 2025

May 15, 2025
BUY
$185.78 - $198.58 $15.9 Million - $17 Million
85,362 New
85,362 $16.3 Million

Others Institutions Holding IVE

# of Institutions
1,765
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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