Commonwealth Retirement Investments LLC Ishares S&P 500 Value ETF Transaction History

Commonwealth Retirement Investments LLC

$294 Billion
Q3 2025

A detailed history of Commonwealth Retirement Investments LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Commonwealth Retirement Investments LLC holds 14,614 shares of IVE stock, worth $3.06 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

14,614

Previous 14,506 0.74%

Holding current value

$3.06 Million

Previous $2.83 Billion 6.46%

% of portfolio

1.03%

Previous 1.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$194.44 - $206.51 $20,999 - $22,303	108 Added 0.74%	14,614 $3.02 Billion
Q2 2025 Aug 05, 2025	BUY	$168.34 - $195.42 $605,013 - $702,339	3,594 Added 32.94%	14,506 $2.83 Billion
Q1 2025 May 09, 2025	BUY	$185.78 - $198.58 $572,573 - $612,023	3,082 Added 39.36%	10,912 $2.08 Billion
Q4 2024 Feb 04, 2025	BUY	$189.5 - $206.17 $2,463 - $2,680	13 Added 0.17%	7,830 $1.49 Billion
Q3 2024 Nov 05, 2024	BUY	$181.06 - $197.17 $2,172 - $2,366	12 Added 0.15%	7,817 $1.54 Billion

Q2 2024 Aug 05, 2024	BUY	$176.58 - $186.7 $74,516 - $78,787	422 Added 5.72%	7,805 $1.42 Billion
Q1 2024 May 03, 2024	BUY	$171.09 - $186.81 $1.26 Million - $1.38 Million	7,383 New	7,383 $1.38 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

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Commonwealth Retirement Investments LLC Ishares S&P 500 Value ETF Transaction History