Carlton Hofferkamp & Jenks Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History

Carlton Hofferkamp & Jenks Wealth Management, LLC

  • $285 Million
  • Q3 2025

A detailed history of Carlton Hofferkamp & Jenks Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 1,091 shares of IVE stock, worth $228,684. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,091
Previous 1,091 -0.0%
Holding current value
$228,684
Previous $213,000 5.63%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jul 31, 2025
BUY
$168.34 - $195.42 $183,658 - $213,203
1,091 New
1,091 $213,000
Q2 2024

Jul 31, 2024
BUY
$176.58 - $186.7 $192,648 - $203,689
1,091 New
1,091 $198,000

Others Institutions Holding IVE

# of Institutions
1,767
Shares Held
169M
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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