True Link Financial Advisors, LLC Ishares S&P 500 Value ETF Transaction History

True Link Financial Advisors, LLC

  • $1.44 Billion
  • Q2 2025

A detailed history of True Link Financial Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 2,128 shares of IVE stock, worth $423,003. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,128
Previous 3,082 30.95%
Holding current value
$423,003
Previous $587,000 29.3%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$168.34 - $195.42 $160,596 - $186,430
-954 Reduced 30.95%
2,128 $415,000
Q1 2025

Apr 21, 2025
BUY
$185.78 - $198.58 $572,573 - $612,023
3,082 New
3,082 $587,000
Q1 2022

May 16, 2022
SELL
$147.46 - $159.06 $51,463 - $55,511
-349 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$109.93 - $128.18 $38,365 - $44,734
349 New
349 $45,000

Others Institutions Holding IVE

# of Institutions
1,707
Shares Held
165M
Call Options Held
128K
Put Options Held
50K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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