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

Allium Financial Advisors, LLC

  • $121 Billion
  • Q3 2025

A detailed history of Allium Financial Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Allium Financial Advisors, LLC holds 1,887 shares of IVE stock, worth $395,534. This represents 0.32% of its overall portfolio holdings.

Number of Shares
1,887
Previous 1,887 -0.0%
Holding current value
$395,534
Previous $369 Million 5.67%
% of portfolio
0.32%
Previous 0.27%

Shares

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

Aug 13, 2025
SELL
$168.34 - $195.42 $1,683 - $1,954
-10 Reduced 0.53%
1,887 $369 Million
Q1 2025

May 07, 2025
BUY
$185.78 - $198.58 $352,424 - $376,706
1,897 New
1,897 $362 Million

About ISHARES S&P 500 VALUE ETF

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