Golden State Equity Partners Ishares S&P 500 Value ETF Transaction History

Golden State Equity Partners

  • $569 Million
  • Q3 2025

A detailed history of Golden State Equity Partners transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Golden State Equity Partners holds 3,327 shares of IVE stock, worth $697,372. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,327
Previous 3,327 -0.0%
Holding current value
$697,372
Previous $650,000 5.69%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Jul 14, 2025
SELL
$168.34 - $195.42 $12,457 - $14,461
-74 Reduced 2.18%
3,327 $650,000
Q1 2025

Apr 23, 2025
SELL
$185.78 - $198.58 $295,204 - $315,543
-1,589 Reduced 31.84%
3,401 $648,000
Q4 2024

Jan 24, 2025
BUY
$189.5 - $206.17 $945,605 - $1.03 Million
4,990 New
4,990 $952,000
Q3 2024

Oct 25, 2024
SELL
$181.06 - $197.17 $508,959 - $554,244
-2,811 Reduced 35.13%
5,191 $1.02 Million
Q2 2024

Jul 29, 2024
SELL
$176.58 - $186.7 $142,323 - $150,480
-806 Reduced 9.15%
8,002 $1.46 Million
Q4 2023

Feb 02, 2024
BUY
$147.64 - $174.21 $262,651 - $309,919
1,779 Added 25.31%
8,808 $1.53 Million
Q3 2023

Oct 20, 2023
BUY
$153.33 - $166.75 $82,031 - $89,211
535 Added 8.24%
7,029 $1.08 Million
Q2 2023

Jul 19, 2023
BUY
$149.72 - $161.19 $560,252 - $603,172
3,742 Added 135.97%
6,494 $1.05 Million
Q1 2023

Jun 01, 2023
SELL
$144.21 - $159.47 $1.56 Million - $1.72 Million
-10,789 Reduced 79.68%
2,752 $418 Million
Q1 2022

May 18, 2022
BUY
$147.46 - $159.06 $130,944 - $141,245
888 Added 7.02%
13,541 $2.11 Million
Q1 2022

May 16, 2022
SELL
$147.46 - $159.06 $343,729 - $370,768
-2,331 Reduced 15.56%
12,653 $1.79 Million
Q4 2021

Feb 11, 2022
SELL
$145.8 - $156.8 $69,838 - $75,107
-479 Reduced 3.1%
14,984 $2.35 Million
Q3 2021

Nov 15, 2021
SELL
$143.75 - $152.0 $16,818 - $17,784
-117 Reduced 0.75%
15,463 $2.25 Million
Q2 2021

Aug 12, 2021
BUY
$142.18 - $151.25 $416,160 - $442,708
2,927 Added 23.13%
15,580 $2.3 Million
Q1 2021

May 13, 2021
SELL
$125.98 - $142.4 $370,381 - $418,656
-2,940 Reduced 18.85%
12,653 $1.79 Million
Q4 2020

Feb 08, 2021
BUY
$109.93 - $128.18 $1.71 Million - $2 Million
15,593 New
15,593 $2 Million

Others Institutions Holding IVE

# of Institutions
1,766
Shares Held
168M
Call Options Held
67.9K
Put Options Held
38.7K
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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