A detailed history of Gallagher Capital Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Gallagher Capital Advisors, LLC holds 4,751 shares of IVE stock, worth $995,857. This represents 0.57% of its overall portfolio holdings.

Number of Shares
4,751
Previous 4,731 0.42%
Holding current value
$995,857
Previous $945 Million 4.54%
% of portfolio
0.57%
Previous 0.76%

Shares

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

Nov 06, 2025

BUY
$194.44 - $206.51 $3,888 - $4,130
20 Added 0.42%
4,751 $988 Million
Q2 2025

Jul 30, 2025

BUY
$168.34 - $195.42 $168 - $195
1 Added 0.02%
4,731 $945 Million
Q1 2025

Apr 22, 2025

BUY
$185.78 - $198.58 $185 - $198
1 Added 0.02%
4,730 $901 Million
Q4 2024

Feb 07, 2025

BUY
$189.5 - $206.17 $896,145 - $974,977
4,729 New
4,729 $903 Million

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Gallagher Capital Advisors, LLC Portfolio

Follow Gallagher Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gallagher Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gallagher Capital Advisors, LLC with notifications on news.