A detailed history of Center For Financial Planning, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 157 shares of IVE stock, worth $32,908. This represents 0.0% of its overall portfolio holdings.

Number of Shares
157
Holding current value
$32,908
% of portfolio
0.0%

Shares

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

Nov 06, 2025

BUY
$194.44 - $206.51 $30,527 - $32,422
157 New
157 $32,000
Q4 2021

Feb 08, 2022

SELL
$145.8 - $156.8 $7,290 - $7,840
-50 Closed
0 $0
Q3 2021

Oct 27, 2021

BUY
$143.75 - $152.0 $7,187 - $7,600
50 New
50 $7,000
Q2 2020

Aug 06, 2020

SELL
$91.94 - $119.67 $34,017 - $44,277
-370 Closed
0 $0
Q1 2020

May 11, 2020

SELL
$82.97 - $131.79 $64,799 - $102,927
-781 Reduced 67.85%
370 $36,000
Q4 2019

Feb 14, 2020

BUY
$115.41 - $130.26 $132,836 - $149,929
1,151 New
1,151 $150,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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