Clear Investment Research, LLC Ishares S&P 500 Value ETF Transaction History

Clear Investment Research, LLC

$74.1 Million
Q3 2025

A detailed history of Clear Investment Research, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Clear Investment Research, LLC holds 4,392 shares of IVE stock, worth $920,607. This represents 1.22% of its overall portfolio holdings.

Number of Shares

4,392

Previous 7,681 42.82%

Holding current value

$920,607

Previous $1.5 Million 39.64%

% of portfolio

1.22%

Previous 1.91%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$194.44 - $206.51 $639,513 - $679,211	-3,289 Reduced 42.82%	4,392 $906,000
Q2 2025 Aug 04, 2025	BUY	$168.34 - $195.42 $19,359 - $22,473	115 Added 1.52%	7,681 $1.5 Million
Q1 2025 May 09, 2025	BUY	$185.78 - $198.58 $1,672 - $1,787	9 Added 0.12%	7,566 $1.44 Million
Q4 2024 Feb 11, 2025	BUY	$189.5 - $206.17 $6,443 - $7,009	34 Added 0.45%	7,557 $1.44 Million
Q3 2024 Nov 12, 2024	BUY	$181.06 - $197.17 $10,863 - $11,830	60 Added 0.8%	7,523 $1.48 Million

Q2 2024 Aug 08, 2024	BUY	$176.58 - $186.7 $79,107 - $83,641	448 Added 6.39%	7,463 $1.36 Million
Q1 2024 May 02, 2024	SELL	$171.09 - $186.81 $17,793 - $19,428	-104 Reduced 1.46%	7,015 $1.31 Million
Q4 2023 Feb 12, 2024	SELL	$147.64 - $174.21 $50,049 - $59,057	-339 Reduced 4.55%	7,119 $1.24 Million
Q3 2023 Nov 07, 2023	SELL	$153.33 - $166.75 $7,666 - $8,337	-50 Reduced 0.67%	7,458 $1.15 Million
Q2 2023 Aug 09, 2023	SELL	$149.72 - $161.19 $51,054 - $54,965	-341 Reduced 4.34%	7,508 $1.21 Million
Q1 2023 May 09, 2023	SELL	$144.21 - $159.47 $23,938 - $26,472	-166 Reduced 2.07%	7,849 $1.19 Million
Q4 2022 Feb 10, 2023	SELL	$129.68 - $151.79 $30,993 - $36,277	-239 Reduced 2.9%	8,015 $1.16 Million
Q3 2022 Nov 01, 2022	SELL	$128.52 - $150.96 $8,225 - $9,661	-64 Reduced 0.77%	8,254 $1.06 Million
Q2 2022 Aug 05, 2022	BUY	$133.27 - $158.52 $2,532 - $3,011	19 Added 0.23%	8,318 $1.14 Million
Q1 2022 May 02, 2022	SELL	$147.46 - $159.06 $203,937 - $219,979	-1,383 Reduced 14.28%	8,299 $1.29 Million
Q4 2021 Jan 24, 2022	SELL	$145.8 - $156.8 $59,049 - $63,504	-405 Reduced 4.02%	9,682 $1.52 Million
Q2 2021 Jul 29, 2021	SELL	$142.18 - $151.25 $13,364 - $14,217	-94 Reduced 0.92%	10,087 $1.49 Million
Q1 2021 May 05, 2021	SELL	$125.98 - $142.4 $82,138 - $92,844	-652 Reduced 6.02%	10,181 $1.44 Million
Q4 2020 Feb 10, 2021	SELL	$109.93 - $128.18 $32,649 - $38,069	-297 Reduced 2.67%	10,833 $1.39 Million
Q3 2020 Nov 04, 2020	SELL	$106.77 - $118.22 $26,799 - $29,673	-251 Reduced 2.21%	11,130 $1.25 Million
Q2 2020 Jul 27, 2020	BUY	$91.94 - $119.67 $98,743 - $128,525	1,074 Added 10.42%	11,381 $1.23 Million
Q1 2020 May 05, 2020	BUY	$82.97 - $131.79 $36,755 - $58,382	443 Added 4.49%	10,307 $992,000
Q4 2019 Feb 04, 2020	SELL	$115.41 - $130.26 $116,910 - $131,953	-1,013 Reduced 9.31%	9,864 $1.28 Million
Q3 2019 Oct 15, 2019	SELL	$112.0 - $120.88 $57,344 - $61,890	-512 Reduced 4.5%	10,877 $1.3 Million
Q2 2019 Aug 05, 2019	SELL	$108.5 - $117.48 $112,406 - $121,709	-1,036 Reduced 8.34%	11,389 $1.33 Million
Q1 2019 May 06, 2019	SELL	$99.16 - $114.4 $38,870 - $44,844	-392 Reduced 3.06%	12,425 $1.4 Million
Q4 2018 Feb 07, 2019	BUY	$95.36 - $116.8 $49,968 - $61,203	524 Added 4.26%	12,817 $1.3 Million
Q3 2018 Nov 14, 2018	SELL	$110.03 - $118.53 $7.98 Million - $8.6 Million	-72,559 Reduced 85.51%	12,293 $1.42 Million
Q1 2018 Apr 18, 2018	BUY	$106.61 - $121.11 $479,211 - $544,389	4,495 Added 5.59%	84,852 $9.28 Million
Q4 2017 Jan 22, 2018	SELL	$108.39 - $114.78 $188,598 - $199,717	-1,740 Reduced 2.12%	80,357 $9.18 Million
Q3 2017 Oct 30, 2017	BUY	$107.31 - $107.91 $8.81 Million - $8.86 Million	82,097	82,097 $8.86 Million

Others Institutions Holding IVE

# of Institutions

1,769

Shares Held

169M

Call Options Held

67.9K

Put Options Held

38.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Clear Investment Research, LLC Ishares S&P 500 Value ETF Transaction History