Savvy Advisors, Inc. Ishares S&P 500 Value ETF Transaction History

Savvy Advisors, Inc.

$1.46 Billion
Q2 2025

A detailed history of Savvy Advisors, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Savvy Advisors, Inc. holds 5,688 shares of IVE stock, worth $1.12 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,688

Previous 6,482 12.25%

Holding current value

$1.12 Million

Previous $1.24 Million 10.04%

% of portfolio

0.08%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$168.34 - $195.42 $133,661 - $155,163	-794 Reduced 12.25%	5,688 $1.11 Million
Q1 2025 May 12, 2025	BUY	$185.78 - $198.58 $567,557 - $606,661	3,055 Added 89.15%	6,482 $1.24 Million
Q4 2024 Feb 13, 2025	BUY	$189.5 - $206.17 $132,839 - $144,525	701 Added 25.72%	3,427 $654,000
Q3 2024 Nov 05, 2024	BUY	$181.06 - $197.17 $24,443 - $26,617	135 Added 5.21%	2,726 $537 Million
Q2 2024 Aug 14, 2024	BUY	$176.58 - $186.7 $119,897 - $126,769	679 Added 35.51%	2,591 $472 Million
Q1 2024 May 13, 2024	BUY	$171.09 - $186.81 $77,332 - $84,438	452 Added 30.96%	1,912 $357 Million
Q4 2023 Feb 08, 2024	BUY	$147.64 - $174.21 $215,554 - $254,346	1,460 New	1,460 $254 Million

Others Institutions Holding IVE

# of Institutions

1,706

Shares Held

163M

Call Options Held

128K

Put Options Held

51.5K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Savvy Advisors, Inc. Ishares S&P 500 Value ETF Transaction History