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

Sharkey, Howes & Javer

$691 Million
Q3 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 142,883 shares of IVE stock, worth $29.9 Million. This represents 4.27% of its overall portfolio holdings.

Number of Shares

142,883

Previous 134,571 6.18%

Holding current value

$29.9 Million

Previous $26.3 Million 12.2%

% of portfolio

4.27%

Previous 3.88%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	$194.44 - $206.51 $1.62 Million - $1.72 Million	8,312 Added 6.18%	142,883 $29.5 Million
Q2 2025 Jul 10, 2025	BUY	$168.34 - $195.42 $1.77 Million - $2.05 Million	10,494 Added 8.46%	134,571 $26.3 Million
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

1,771

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