Oliver Lagore Vanvalin Investment Group Ishares S&P 500 Value ETF Transaction History

Oliver Lagore Vanvalin Investment Group

  • $263 Million
  • Q2 2025

A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 2,264 shares of IVE stock, worth $474,557. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,264
Previous 1,625 39.32%
Holding current value
$474,557
Previous $310,000 42.58%
% of portfolio
0.17%
Previous 0.08%

Shares

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

Jul 10, 2025
BUY
$168.34 - $195.42 $107,569 - $124,873
639 Added 39.32%
2,264 $442,000
Q4 2024

Apr 01, 2025
BUY
$189.5 - $206.17 $3,979 - $4,329
21 Added 1.31%
1,625 $310,000
Q3 2024

Nov 04, 2024
SELL
$181.06 - $197.17 $24,986 - $27,209
-138 Reduced 7.92%
1,604 $316,000
Q2 2024

Aug 15, 2024
SELL
$176.58 - $186.7 $16,775 - $17,736
-95 Reduced 5.17%
1,742 $317,000
Q1 2024

May 15, 2024
BUY
$171.09 - $186.81 $313,950 - $342,796
1,835 Added 91750.0%
1,837 $343,000
Q2 2023

Aug 08, 2023
SELL
$149.72 - $161.19 $3,743 - $4,029
-25 Reduced 92.59%
2 $0
Q1 2023

Jun 20, 2023
SELL
$144.21 - $159.47 $27,688 - $30,618
-192 Reduced 87.67%
27 $4,000
Q4 2022

Mar 02, 2023
BUY
$129.68 - $151.79 $16,210 - $18,973
125 Added 132.98%
219 $31,000
Q3 2022

Nov 15, 2022
SELL
$128.52 - $150.96 $707,117 - $830,581
-5,502 Reduced 98.32%
94 $12,000
Q2 2022

Aug 16, 2022
SELL
$133.27 - $158.52 $314,650 - $374,265
-2,361 Reduced 29.67%
5,596 $769,000
Q1 2022

Jun 17, 2022
BUY
$147.46 - $159.06 $1.17 Million - $1.27 Million
7,957 New
7,957 $1.24 Million

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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