Sage Mountain Advisors LLC Ishares S&P 500 Value ETF Transaction History

Sage Mountain Advisors LLC

  • $1.7 Billion
  • Q3 2025

A detailed history of Sage Mountain Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 2,373 shares of IVE stock, worth $497,404. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,373
Previous 2,373 -0.0%
Holding current value
$497,404
Previous $463,000 5.83%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 31, 2025
SELL
$168.34 - $195.42 $58,750 - $68,201
-349 Reduced 12.82%
2,373 $463,000
Q1 2025

May 02, 2025
SELL
$185.78 - $198.58 $49,045 - $52,425
-264 Reduced 8.84%
2,722 $518,000
Q4 2024

Feb 07, 2025
BUY
$189.5 - $206.17 $162,401 - $176,687
857 Added 40.25%
2,986 $569,000
Q3 2024

Oct 29, 2024
BUY
$181.06 - $197.17 $316,311 - $344,455
1,747 Added 457.33%
2,129 $419,000
Q1 2024

Apr 23, 2024
BUY
$171.09 - $186.81 $171 - $186
1 Added 0.26%
382 $71,000
Q4 2023

Feb 01, 2024
BUY
$147.64 - $174.21 $295 - $348
2 Added 0.53%
381 $66,000
Q3 2023

Oct 25, 2023
BUY
$153.33 - $166.75 $459 - $500
3 Added 0.8%
379 $58,000
Q1 2023

Apr 25, 2023
BUY
$144.21 - $159.47 $1,586 - $1,754
11 Added 3.01%
376 $57,000
Q4 2022

Feb 01, 2023
BUY
$129.68 - $151.79 $21,397 - $25,045
165 Added 82.5%
365 $52,000
Q4 2020

Jan 21, 2021
BUY
$109.93 - $128.18 $21,986 - $25,636
200 New
200 $26,000

Others Institutions Holding IVE

# of Institutions
1,769
Shares Held
169M
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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