Cahill Financial Advisors Inc Ishares S&P 500 Value ETF Transaction History

Cahill Financial Advisors Inc

  • $841 Million
  • Q3 2025

A detailed history of Cahill Financial Advisors Inc transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 104,861 shares of IVE stock, worth $22 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares
104,861
Previous 105,038 0.17%
Holding current value
$22 Million
Previous $20.5 Million 5.5%
% of portfolio
2.57%
Previous 2.65%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$194.44 - $206.51 $34,415 - $36,552
-177 Reduced 0.17%
104,861 $21.7 Million
Q2 2025

Aug 07, 2025
SELL
$168.34 - $195.42 $540,371 - $627,298
-3,210 Reduced 2.97%
105,038 $20.5 Million
Q1 2025

May 14, 2025
SELL
$185.78 - $198.58 $8.25 Million - $8.82 Million
-44,414 Reduced 29.09%
108,248 $20.6 Million
Q4 2024

Feb 13, 2025
BUY
$189.5 - $206.17 $634,635 - $690,463
3,349 Added 2.24%
152,662 $29.1 Million
Q3 2024

Nov 12, 2024
BUY
$181.06 - $197.17 $300,016 - $326,710
1,657 Added 1.12%
149,313 $29.4 Million
Q2 2024

Aug 06, 2024
SELL
$176.58 - $186.7 $706,496 - $746,986
-4,001 Reduced 2.64%
147,656 $26.9 Million
Q1 2024

May 13, 2024
BUY
$171.09 - $186.81 $879,231 - $960,016
5,139 Added 3.51%
151,657 $28.3 Million
Q4 2023

Feb 13, 2024
BUY
$147.64 - $174.21 $37,795 - $44,597
256 Added 0.18%
146,518 $25.5 Million
Q3 2023

Nov 14, 2023
BUY
$153.33 - $166.75 $5.91 Million - $6.43 Million
38,548 Added 35.79%
146,262 $22.5 Million
Q2 2023

Aug 14, 2023
BUY
$149.72 - $161.19 $635,261 - $683,929
4,243 Added 4.1%
107,714 $17.4 Million
Q1 2023

May 11, 2023
SELL
$144.21 - $159.47 $74,412 - $82,286
-516 Reduced 0.5%
103,471 $15.7 Million
Q4 2022

Feb 14, 2023
SELL
$129.68 - $151.79 $269,604 - $315,571
-2,079 Reduced 1.96%
103,987 $15.1 Million
Q3 2022

Nov 14, 2022
BUY
$128.52 - $150.96 $1.26 Million - $1.47 Million
9,768 Added 10.14%
106,066 $13.6 Million
Q2 2022

Aug 08, 2022
SELL
$133.27 - $158.52 $36,515 - $43,434
-274 Reduced 0.28%
96,298 $13.2 Million
Q1 2022

May 12, 2022
SELL
$147.46 - $159.06 $705,596 - $761,102
-4,785 Reduced 4.72%
96,572 $15 Million
Q4 2021

Feb 11, 2022
SELL
$145.8 - $156.8 $191,143 - $205,564
-1,311 Reduced 1.28%
101,357 $15.9 Million
Q3 2021

Nov 16, 2021
SELL
$143.75 - $152.0 $661,393 - $699,352
-4,601 Reduced 4.29%
102,668 $14.9 Million
Q2 2021

Aug 16, 2021
SELL
$142.18 - $151.25 $162,796 - $173,181
-1,145 Reduced 1.06%
107,269 $15.8 Million
Q1 2021

May 17, 2021
SELL
$125.98 - $142.4 $1.11 Million - $1.26 Million
-8,842 Reduced 7.54%
108,414 $15.3 Million
Q4 2020

Feb 17, 2021
BUY
$109.93 - $128.18 $2.53 Million - $2.94 Million
22,972 Added 24.36%
117,256 $15 Million
Q3 2020

Nov 17, 2020
SELL
$106.77 - $118.22 $197,204 - $218,352
-1,847 Reduced 1.92%
94,284 $10.6 Million
Q2 2020

Aug 12, 2020
SELL
$91.94 - $119.67 $1.93 Million - $2.52 Million
-21,025 Reduced 17.95%
96,131 $10.4 Million
Q1 2020

May 18, 2020
SELL
$82.97 - $131.79 $1.21 Million - $1.92 Million
-14,579 Reduced 11.07%
117,156 $11.3 Million
Q1 2020

May 15, 2020
BUY
$82.97 - $131.79 $509,518 - $809,322
6,141 Added 4.89%
131,735 $446,000
Q4 2019

Feb 14, 2020
SELL
$115.41 - $130.26 $121,642 - $137,294
-1,054 Reduced 0.83%
125,594 $16.3 Million
Q3 2019

Nov 14, 2019
SELL
$112.0 - $120.88 $620,144 - $669,312
-5,537 Reduced 4.19%
126,648 $15.1 Million
Q2 2019

Aug 14, 2019
SELL
$108.5 - $117.48 $69,331 - $75,069
-639 Reduced 0.48%
132,185 $15.4 Million
Q1 2019

May 16, 2019
SELL
$99.16 - $114.4 $1.45 Million - $1.67 Million
-14,580 Reduced 9.89%
132,824 $15 Million
Q4 2018

Feb 15, 2019
BUY
$95.36 - $116.8 $1.25 Million - $1.53 Million
13,121 Added 9.77%
147,404 $14.9 Million
Q3 2018

Nov 13, 2018
BUY
$110.03 - $118.53 $196,953 - $212,168
1,790 Added 1.35%
134,283 $15.6 Million
Q2 2018

Aug 15, 2018
BUY
$107.03 - $113.19 $308,995 - $326,779
2,887 Added 2.23%
132,493 $14.6 Million
Q1 2018

May 15, 2018
BUY
$106.61 - $121.11 $113,219 - $128,618
1,062 Added 0.83%
129,606 $14.2 Million
Q4 2017

Feb 13, 2018
BUY
$108.39 - $114.78 $114,785 - $121,552
1,059 Added 0.83%
128,544 $14.7 Million
Q3 2017

Nov 14, 2017
BUY
$107.31 - $107.91 $141,219 - $142,009
1,316 Added 1.04%
127,485 $13.8 Million
Q2 2017

Aug 14, 2017
BUY
N/A
126,169
126,169 $13.2 Million

Others Institutions Holding IVE

# of Institutions
1,765
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
Track This Portfolio

Track Cahill Financial Advisors Inc Portfolio

Follow Cahill Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cahill Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cahill Financial Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email