Consolidated Planning Corp Ishares S&P 500 Value ETF Transaction History

Consolidated Planning Corp

  • $869 Million
  • Q4 2025

A detailed history of Consolidated Planning Corp transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Consolidated Planning Corp holds 1,396 shares of IVE stock, worth $292,615. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,396
Previous 1,255 11.24%
Holding current value
$292,615
Previous $259,000 12.74%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$202.52 - $212.07 $28,555 - $29,901
141 Added 11.24%
1,396 $292,000
Q3 2025

Oct 27, 2025
BUY
$194.44 - $206.51 $11,471 - $12,184
59 Added 4.93%
1,255 $259,000
Q2 2025

Jul 18, 2025
SELL
$168.34 - $195.42 $4,881 - $5,667
-29 Reduced 2.37%
1,196 $233,000
Q1 2025

Apr 22, 2025
BUY
$185.78 - $198.58 $557 - $595
3 Added 0.25%
1,225 $233,000
Q4 2024

Jan 29, 2025
BUY
$189.5 - $206.17 $231,569 - $251,939
1,222 New
1,222 $233,000

Others Institutions Holding IVE

# of Institutions
1,790
Shares Held
171M
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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