Dbk Financial Counsel, LLC Ishares S&P 500 Value ETF Transaction History

Dbk Financial Counsel, LLC

$115 Million
Q3 2025

A detailed history of Dbk Financial Counsel, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Dbk Financial Counsel, LLC holds 6,272 shares of IVE stock, worth $1.31 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

6,272

Previous 6,272 -0.0%

Holding current value

$1.31 Million

Previous $1.23 Million 5.71%

% of portfolio

1.12%

Previous 1.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$185.78 - $198.58 $659,519 - $704,959	3,550 Added 130.42%	6,272 $1.18 Million
Q3 2024 Oct 02, 2024	SELL	$181.06 - $197.17 $11,044 - $12,027	-61 Reduced 2.19%	2,722 $536,000
Q2 2024 Jul 10, 2024	SELL	$176.58 - $186.7 $9,711 - $10,268	-55 Reduced 1.94%	2,783 $506,000
Q1 2024 Apr 15, 2024	SELL	$171.09 - $186.81 $72,884 - $79,581	-426 Reduced 13.05%	2,838 $530,000
Q1 2023 Apr 06, 2023	SELL	$144.21 - $159.47 $19,468 - $21,528	-135 Reduced 3.97%	3,264 $495,000

Q4 2021 Jan 20, 2022	BUY	$145.8 - $156.8 $495,574 - $532,963	3,399 New	3,399 $532,000

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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Dbk Financial Counsel, LLC Ishares S&P 500 Value ETF Transaction History