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

Sfi Advisors, LLC

$130 Million
Q1 2025

A detailed history of Sfi Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Sfi Advisors, LLC holds 32,542 shares of IVE stock, worth $6.5 Million. This represents 4.79% of its overall portfolio holdings.

Number of Shares

32,542

Holding current value

$6.5 Million

% of portfolio

4.79%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$185.78 - $198.58 $6.05 Million - $6.46 Million	32,542 New	32,542 $6.2 Million

Others Institutions Holding IVE

# of Institutions

1,714

Shares Held

161M

Call Options Held

124K

Put Options Held

51.5K

Envestnet Asset Management Inc

18.6M
Shares

$3.72 Billion
1.19% of portfolio
Jpmorgan Chase & CO New York, NY

17.8M
Shares

$3.55 Billion
0.27% of portfolio
Morgan Stanley New York, NY

13.8M
Shares

$2.76 Billion
0.19% of portfolio
Bank Of America Corp Charlotte, NC

8.58M
Shares

$1.71 Billion
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

6.98M
Shares

$1.39 Billion
0.54% of portfolio

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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