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

Spectrum Planning & Advisory Services Inc.

$133 Million
Q2 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 4,962 shares of IVE stock, worth $986,346. This represents 0.73% of its overall portfolio holdings.

Number of Shares

4,962

Previous 11,792 57.92%

Holding current value

$986,346

Previous $2.25 Million 56.88%

% of portfolio

0.73%

Previous 2.16%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$168.34 - $195.42 $1.15 Million - $1.33 Million	-6,830 Reduced 57.92%	4,962 $969,000
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

1,708

Shares Held

163M

Call Options Held

128K

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