Caliber Wealth Management, LLC / Ks Ishares S&P 500 Value ETF Transaction History

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 27,932 shares of IVE stock, worth $5.85 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
27,932
Previous 29,872 6.49%
Holding current value
$5.85 Million
Previous $5.84 Billion 1.19%
% of portfolio
0.64%
Previous 0.63%

Shares

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

Nov 05, 2025
SELL
$194.44 - $206.51 $377,213 - $400,629
-1,940 Reduced 6.49%
27,932 $5.77 Billion
Q2 2025

Jul 30, 2025
BUY
$168.34 - $195.42 $516,635 - $599,743
3,069 Added 11.45%
29,872 $5.84 Billion
Q1 2025

May 06, 2025
BUY
$185.78 - $198.58 $4.98 Million - $5.32 Million
26,803 New
26,803 $5.11 Billion

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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