Donaldson Capital Management, LLC Ishares S&P 500 Value ETF Transaction History

Donaldson Capital Management, LLC

  • $2.89 Billion
  • Q3 2025

A detailed history of Donaldson Capital Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 4,071 shares of IVE stock, worth $853,322. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,071
Previous 3,788 7.47%
Holding current value
$853,322
Previous $740,000 13.51%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 04, 2025
BUY
$194.44 - $206.51 $55,026 - $58,442
283 Added 7.47%
4,071 $840,000
Q2 2025

Aug 07, 2025
BUY
$168.34 - $195.42 $131,978 - $153,209
784 Added 26.1%
3,788 $740,000
Q1 2025

Apr 15, 2025
BUY
$185.78 - $198.58 $558,083 - $596,534
3,004 New
3,004 $566,000

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

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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