O'Connor Financial Group LLC Ishares S&P 500 Value ETF Transaction History

O'Connor Financial Group LLC

  • $238 Billion
  • Q3 2025

A detailed history of O'Connor Financial Group LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, O'Connor Financial Group LLC holds 19,668 shares of IVE stock, worth $4.12 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares
19,668
Previous 19,920 1.27%
Holding current value
$4.12 Million
Previous $3.96 Billion 2.63%
% of portfolio
1.7%
Previous 1.75%

Shares

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

Oct 27, 2025
SELL
$194.44 - $206.51 $48,998 - $52,040
-252 Reduced 1.27%
19,668 $4.06 Billion
Q2 2025

Jul 07, 2025
SELL
$168.34 - $195.42 $167,834 - $194,833
-997 Reduced 4.77%
19,920 $3.96 Billion
Q1 2025

Apr 07, 2025
SELL
$185.78 - $198.58 $721,197 - $770,887
-3,882 Reduced 15.65%
20,917 $3.99 Billion
Q4 2024

Jan 06, 2025
SELL
$189.5 - $206.17 $213,945 - $232,765
-1,129 Reduced 4.35%
24,799 $4.73 Billion
Q3 2024

Oct 08, 2024
SELL
$181.06 - $197.17 $214,737 - $233,843
-1,186 Reduced 4.37%
25,928 $5.11 Billion
Q2 2024

Aug 13, 2024
SELL
$176.58 - $186.7 $70,455 - $74,493
-399 Reduced 1.45%
27,114 $4.93 Billion
Q1 2024

Apr 11, 2024
SELL
$171.09 - $186.81 $833,037 - $909,577
-4,869 Reduced 15.04%
27,513 $5.14 Billion
Q4 2023

Jan 17, 2024
SELL
$147.64 - $174.21 $347,396 - $409,916
-2,353 Reduced 6.77%
32,382 $5.63 Billion
Q3 2023

Oct 20, 2023
SELL
$153.33 - $166.75 $36,339 - $39,519
-237 Reduced 0.68%
34,735 $5.34 Billion
Q2 2023

Jul 14, 2023
BUY
$149.72 - $161.19 $197,480 - $212,609
1,319 Added 3.92%
34,972 $5.64 Billion
Q1 2023

Apr 14, 2023
BUY
$144.21 - $159.47 $4.85 Million - $5.37 Million
33,653 New
33,653 $5.11 Billion

Others Institutions Holding IVE

# of Institutions
1,764
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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