A detailed history of Security Financial Services, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Security Financial Services, Inc. holds 101,643 shares of IVE stock, worth $21.1 Million. This represents 3.79% of its overall portfolio holdings.

Number of Shares
101,643
Previous 83,101 22.31%
Holding current value
$21.1 Million
Previous $15.8 Million 25.42%
% of portfolio
3.79%
Previous 3.31%

Shares

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

Aug 08, 2025

BUY
$168.34 - $195.42 $3.12 Million - $3.62 Million
18,542 Added 22.31%
101,643 $19.9 Million
Q1 2025

May 07, 2025

BUY
$185.78 - $198.58 $5.63 Million - $6.02 Million
30,300 Added 57.39%
83,101 $15.8 Million
Q4 2024

Feb 13, 2025

BUY
$189.5 - $206.17 $3,221 - $3,504
17 Added 0.03%
52,801 $10.1 Million
Q3 2024

Nov 05, 2024

BUY
$181.06 - $197.17 $215,461 - $234,632
1,190 Added 2.31%
52,784 $10.4 Million
Q2 2024

Jul 23, 2024

BUY
$176.58 - $186.7 $479,414 - $506,890
2,715 Added 5.55%
51,594 $9.39 Million
Q1 2024

Apr 11, 2024

BUY
$171.09 - $186.81 $7.76 Million - $8.48 Million
45,375 Added 1294.95%
48,879 $9.13 Million
Q4 2023

Jan 16, 2024

SELL
$147.64 - $174.21 $242,720 - $286,401
-1,644 Reduced 31.93%
3,504 $609,000
Q3 2023

Nov 07, 2023

SELL
$153.33 - $166.75 $575,907 - $626,313
-3,756 Reduced 42.18%
5,148 $791,000
Q2 2023

Aug 11, 2023

SELL
$149.72 - $161.19 $610,707 - $657,494
-4,079 Reduced 31.42%
8,904 $1.44 Million
Q1 2023

May 02, 2023

SELL
$144.21 - $159.47 $716,146 - $791,928
-4,966 Reduced 27.67%
12,983 $1.97 Million
Q4 2022

Jan 30, 2023

BUY
$129.68 - $151.79 $86,626 - $101,395
668 Added 3.87%
17,949 $2.6 Million
Q3 2022

Oct 19, 2022

BUY
$128.52 - $150.96 $421,545 - $495,148
3,280 Added 23.43%
17,281 $2.22 Million
Q2 2022

Jul 20, 2022

BUY
$133.27 - $158.52 $1.43 Million - $1.71 Million
10,760 Added 332.0%
14,001 $1.93 Million
Q1 2022

Apr 19, 2022

SELL
$147.46 - $159.06 $332,817 - $358,998
-2,257 Reduced 41.05%
3,241 $505,000
Q4 2021

Mar 15, 2022

BUY
$145.8 - $156.8 $801,608 - $862,086
5,498 New
5,498 $861,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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