Financial Life Advisors Ishares S&P 500 Value ETF Transaction History

Financial Life Advisors

  • $306 Million
  • Q3 2025

A detailed history of Financial Life Advisors transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Financial Life Advisors holds 173,050 shares of IVE stock, worth $36.3 Million. This represents 11.69% of its overall portfolio holdings.

Number of Shares
173,050
Previous 168,750 2.55%
Holding current value
$36.3 Million
Previous $33 Million 8.37%
% of portfolio
11.69%
Previous 11.47%

Shares

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

Nov 03, 2025
BUY
$194.44 - $206.51 $836,092 - $887,993
4,300 Added 2.55%
173,050 $35.7 Million
Q2 2025

Jul 23, 2025
BUY
$168.34 - $195.42 $1.2 Million - $1.4 Million
7,140 Added 4.42%
168,750 $33 Million
Q1 2025

Apr 24, 2025
BUY
$185.78 - $198.58 $756,124 - $808,220
4,070 Added 2.58%
161,610 $30.8 Million
Q4 2024

Jan 28, 2025
BUY
$189.5 - $206.17 $299,978 - $326,367
1,583 Added 1.02%
157,540 $30.1 Million
Q3 2024

Oct 21, 2024
BUY
$181.06 - $197.17 $1.27 Million - $1.39 Million
7,029 Added 4.72%
155,957 $30.8 Million
Q2 2024

Aug 09, 2024
SELL
$176.58 - $186.7 $244,739 - $258,766
-1,386 Reduced 0.92%
148,928 $27.1 Million
Q1 2024

Apr 18, 2024
SELL
$171.09 - $186.81 $271,862 - $296,841
-1,589 Reduced 1.05%
150,314 $28.1 Million
Q4 2023

Mar 19, 2024
SELL
$147.64 - $174.21 $3.83 Million - $4.52 Million
-25,920 Reduced 14.58%
151,903 $26.4 Million
Q3 2023

Nov 01, 2023
BUY
$153.33 - $166.75 $89,544 - $97,382
584 Added 0.33%
177,823 $27.4 Million
Q2 2023

Jul 18, 2023
BUY
$149.72 - $161.19 $334,025 - $359,614
2,231 Added 1.27%
177,239 $28.6 Million
Q1 2023

Apr 26, 2023
BUY
$144.21 - $159.47 $1.33 Million - $1.47 Million
9,232 Added 5.57%
175,008 $26.6 Million
Q4 2022

Feb 07, 2023
BUY
$129.68 - $151.79 $1.98 Million - $2.32 Million
15,282 Added 10.15%
165,776 $24 Million
Q3 2022

Oct 28, 2022
SELL
$128.52 - $150.96 $893,085 - $1.05 Million
-6,949 Reduced 4.41%
150,494 $19.3 Million
Q2 2022

Jul 22, 2022
SELL
$133.27 - $158.52 $1.36 Million - $1.62 Million
-10,212 Reduced 6.09%
157,443 $21.6 Million
Q1 2022

Apr 20, 2022
BUY
$147.46 - $159.06 $243,309 - $262,449
1,650 Added 0.99%
167,655 $26.1 Million
Q4 2021

Jan 31, 2022
BUY
$145.8 - $156.8 $795,776 - $855,814
5,458 Added 3.4%
166,005 $26 Million
Q3 2021

Oct 29, 2021
BUY
$143.75 - $152.0 $1.07 Million - $1.14 Million
7,475 Added 4.88%
160,547 $23.3 Million
Q2 2021

Aug 09, 2021
BUY
$142.18 - $151.25 $350,758 - $373,133
2,467 Added 1.64%
153,072 $22.6 Million
Q1 2021

May 12, 2021
BUY
$125.98 - $142.4 $603,696 - $682,380
4,792 Added 3.29%
150,605 $21.3 Million
Q4 2020

Feb 09, 2021
BUY
$109.93 - $128.18 $318,577 - $371,465
2,898 Added 2.03%
145,813 $18.7 Million
Q3 2020

Oct 29, 2020
BUY
$106.77 - $118.22 $959,862 - $1.06 Million
8,990 Added 6.71%
142,915 $16.1 Million
Q2 2020

Jul 09, 2020
BUY
$91.94 - $119.67 $227,183 - $295,704
2,471 Added 1.88%
133,925 $14.5 Million
Q1 2020

May 27, 2020
BUY
$82.97 - $131.79 $1.14 Million - $1.81 Million
13,763 Added 11.69%
131,454 $12.7 Million
Q4 2019

Jan 27, 2020
SELL
$115.41 - $130.26 $75,593 - $85,320
-655 Reduced 0.55%
117,691 $15.3 Million
Q3 2019

Nov 05, 2019
BUY
$112.0 - $120.88 $740,544 - $799,258
6,612 Added 5.92%
118,346 $14.1 Million
Q2 2019

Jul 29, 2019
BUY
$108.5 - $117.48 $724,888 - $784,883
6,681 Added 6.36%
111,734 $13 Million
Q1 2019

May 13, 2019
BUY
$99.16 - $114.4 $887,184 - $1.02 Million
8,947 Added 9.31%
105,053 $11.8 Million
Q4 2018

Feb 05, 2019
SELL
$95.36 - $116.8 $165,449 - $202,648
-1,735 Reduced 1.77%
96,106 $9.72 Million
Q3 2018

Oct 12, 2018
BUY
$110.03 - $118.53 $1.64 Million - $1.77 Million
14,919 Added 17.99%
97,841 $11.3 Million
Q2 2018

Aug 14, 2018
BUY
$107.03 - $113.19 $2.39 Million - $2.53 Million
22,328 Added 36.85%
82,922 $9.13 Million
Q1 2018

May 09, 2018
SELL
$106.61 - $121.11 $2.3 Million - $2.61 Million
-21,551 Reduced 26.24%
60,594 $6.49 Million
Q4 2017

Feb 20, 2018
BUY
$108.39 - $114.78 $8.9 Million - $9.43 Million
82,145
82,145 $9.38 Million

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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