Vertex Planning Partners, LLC Ishares S&P 500 Value ETF Transaction History

Vertex Planning Partners, LLC

$458 Billion
Q1 2025

A detailed history of Vertex Planning Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 38,556 shares of IVE stock, worth $7.26 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

38,556

Previous 26,664 44.6%

Holding current value

$7.26 Million

Previous $5.09 Billion 44.37%

% of portfolio

1.6%

Previous 1.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$185.78 - $198.58 $2.21 Million - $2.36 Million	11,892 Added 44.6%	38,556 $7.35 Billion
Q4 2024 Feb 12, 2025	BUY	$189.5 - $206.17 $84,138 - $91,539	444 Added 1.69%	26,664 $5.09 Billion
Q3 2024 Nov 07, 2024	BUY	$181.06 - $197.17 $215,461 - $234,632	1,190 Added 4.75%	26,220 $5.17 Billion
Q2 2024 Aug 13, 2024	BUY	$176.58 - $186.7 $889,080 - $940,034	5,035 Added 25.18%	25,030 $4.56 Billion
Q1 2024 May 13, 2024	BUY	$171.09 - $186.81 $3.19 Million - $3.48 Million	18,634 Added 1369.14%	19,995 $3.74 Billion
Q1 2023 May 16, 2023	SELL	$144.21 - $159.47 $59,991 - $66,339	-416 Reduced 23.41%	1,361 $207 Million
Q4 2022 Feb 06, 2023	BUY	$129.68 - $151.79 $230,441 - $269,730	1,777 New	1,777 $258 Million

Others Institutions Holding IVE

# of Institutions

1,696

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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Vertex Planning Partners, LLC Ishares S&P 500 Value ETF Transaction History