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 $1.18 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,688

Previous 6,482 12.25%

Holding current value

$1.18 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

1,708

Shares Held

166M

Call Options Held

93.3K

Put Options Held

41K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Savvy Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Savvy Advisors, Inc. with notifications on news.

Account

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