Schechter Investment Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 17,081 shares of IVE stock, worth $3.58 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

17,081

Previous 16,777 1.81%

Holding current value

$3.58 Million

Previous $3.2 Million 1.66%

% of portfolio

0.38%

Previous 0.34%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$185.78 - $198.58 $56,477 - $60,368	304 Added 1.81%	17,081 $3.26 Million
Q1 2024 May 06, 2024	SELL	$171.09 - $186.81 $10,094 - $11,021	-59 Reduced 0.35%	16,777 $3.13 Million
Q4 2023 Jan 17, 2024	SELL	$147.64 - $174.21 $23,474 - $27,699	-159 Reduced 0.94%	16,836 $2.93 Million
Q2 2023 Jul 26, 2023	SELL	$149.72 - $161.19 $50,006 - $53,837	-334 Reduced 1.93%	16,995 $2.74 Million
Q1 2023 Apr 28, 2023	SELL	$144.21 - $159.47 $9,662 - $10,684	-67 Reduced 0.39%	17,329 $2.63 Million

Q3 2022 Nov 04, 2022	SELL	$128.52 - $150.96 $34,443 - $40,457	-268 Reduced 1.52%	17,396 $2.24 Million
Q2 2022 Nov 03, 2022	BUY	$133.27 - $158.52 $2.35 Million - $2.8 Million	17,664 New	17,664 $2.43 Million
Q1 2022 Nov 18, 2022	BUY	$147.46 - $159.06 $39,519 - $42,628	268 Added 1.54%	17,664 $2.75 Million
Q4 2021 Dec 27, 2022	BUY	$145.8 - $156.8 $39,074 - $42,022	268 Added 1.54%	17,664 $2.77 Million

Others Institutions Holding IVE

# of Institutions

1,767

Shares Held

169M

Call Options Held

67.9K

Put Options Held

38.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Schechter Investment Advisors, LLC Ishares S&P 500 Value ETF Transaction History