Sharkey, Howes & Javer Ishares S&P 500 Value ETF Transaction History

Sharkey, Howes & Javer

$654 Million
Q1 2025

A detailed history of Sharkey, Howes & Javer transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Sharkey, Howes & Javer holds 124,077 shares of IVE stock, worth $24.5 Million. This represents 3.62% of its overall portfolio holdings.

Number of Shares

124,077

Previous 76,730 61.71%

Holding current value

$24.5 Million

Previous $14.6 Million 61.45%

% of portfolio

3.62%

Previous 2.17%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 30, 2025	BUY	$185.78 - $198.58 $8.8 Million - $9.4 Million	47,347 Added 61.71%	124,077 $23.6 Million
Q4 2024 Feb 05, 2025	BUY	$189.5 - $206.17 $342,995 - $373,167	1,810 Added 2.42%	76,730 $14.6 Million
Q3 2024 Oct 21, 2024	BUY	$181.06 - $197.17 $176,171 - $191,846	973 Added 1.32%	74,920 $14.8 Million
Q2 2024 Jul 17, 2024	BUY	$176.58 - $186.7 $604,963 - $639,634	3,426 Added 4.86%	73,947 $13.5 Million
Q1 2024 Apr 18, 2024	BUY	$171.09 - $186.81 $12.1 Million - $13.2 Million	70,521 New	70,521 $13.2 Million

Others Institutions Holding IVE

# of Institutions

1,698

Shares Held

160M

Call Options Held

124K

Put Options Held

51.5K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Sharkey, Howes & Javer Ishares S&P 500 Value ETF Transaction History