Spectrum Planning & Advisory Services Inc. Ishares S&P 500 Value ETF Transaction History

Spectrum Planning & Advisory Services Inc.

$104 Million
Q1 2025

A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 11,792 shares of IVE stock, worth $2.16 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares

11,792

Previous 21,028 43.92%

Holding current value

$2.16 Million

Previous $4.01 Million 44.01%

% of portfolio

2.16%

Previous 3.55%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$185.78 - $198.58 $1.72 Million - $1.83 Million	-9,236 Reduced 43.92%	11,792 $2.25 Million
Q4 2024 Jan 22, 2025	BUY	$189.5 - $206.17 $290,693 - $316,264	1,534 Added 7.87%	21,028 $4.01 Million
Q3 2024 Nov 08, 2024	BUY	$181.06 - $197.17 $315,949 - $344,061	1,745 Added 9.83%	19,494 $3.84 Million
Q2 2024 Jul 18, 2024	BUY	$176.58 - $186.7 $3.13 Million - $3.31 Million	17,749 New	17,749 $3.23 Million

Others Institutions Holding IVE

# of Institutions

1,683

Shares Held

154M

Call Options Held

107K

Put Options Held

60.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Spectrum Planning & Advisory Services Inc. Ishares S&P 500 Value ETF Transaction History