A detailed history of Semmax Financial Advisors Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Semmax Financial Advisors Inc. holds 5,383 shares of IVE stock, worth $1.11 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
5,383
Previous 4,887 10.15%
Holding current value
$1.11 Million
Previous $931,000 12.89%
% of portfolio
0.29%
Previous 0.27%

Shares

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

Aug 15, 2025

BUY
$168.34 - $195.42 $83,496 - $96,928
496 Added 10.15%
5,383 $1.05 Million
Q1 2025

May 16, 2025

BUY
$185.78 - $198.58 $247,458 - $264,508
1,332 Added 37.47%
4,887 $931,000
Q4 2024

May 14, 2025

BUY
$189.5 - $206.17 $102,709 - $111,744
542 Added 17.99%
3,555 $678,000
Q3 2024

Nov 14, 2024

BUY
$181.06 - $197.17 $36,936 - $40,222
204 Added 7.26%
3,013 $594,000
Q2 2024

Aug 14, 2024

BUY
$176.58 - $186.7 $69,925 - $73,933
396 Added 16.41%
2,809 $511,000
Q1 2024

May 16, 2024

BUY
$171.09 - $186.81 $276,139 - $301,511
1,614 Added 202.0%
2,413 $450,000
Q4 2023

Feb 14, 2024

BUY
$147.64 - $174.21 $117,964 - $139,193
799 New
799 $138,000
Q4 2022

Feb 09, 2023

BUY
$129.68 - $151.79 $44,609 - $52,215
344 New
344 $53,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


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