Heck Capital Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Heck Capital Advisors, LLC

$1.29 Trillion
Q3 2025

A detailed history of Heck Capital Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Heck Capital Advisors, LLC holds 32,055 shares of IVE stock, worth $6.72 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

32,055

Previous 32,306 0.78%

Holding current value

$6.72 Million

Previous $6.31 Billion 4.85%

% of portfolio

0.51%

Previous 0.54%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	$194.44 - $206.51 $48,804 - $51,834	-251 Reduced 0.78%	32,055 $6.62 Billion
Q2 2025 Jul 22, 2025	BUY	$168.34 - $195.42 $172,716 - $200,500	1,026 Added 3.28%	32,306 $6.31 Billion
Q1 2025 May 12, 2025	BUY	$185.78 - $198.58 $5.81 Million - $6.21 Million	31,280 New	31,280 $5.96 Billion
Q4 2024 May 13, 2025	SELL	$189.5 - $206.17 $1.08 Million - $1.18 Million	-5,720 Reduced 18.29%	25,560 $4.88 Billion
Q4 2024 Jan 23, 2025	BUY	$189.5 - $206.17 $8.08 Million - $8.8 Million	42,662 New	42,662 $8.14 Billion

Q3 2024 May 19, 2025	SELL	$181.06 - $197.17 $1.48 Million - $1.61 Million	-8,159 Reduced 22.24%	28,534 $5.63 Billion
Q2 2024 May 19, 2025	BUY	$176.58 - $186.7 $1.1 Million - $1.16 Million	6,217 Added 20.4%	36,693 $6.68 Billion
Q1 2024 May 19, 2025	BUY	$171.09 - $186.81 $243,632 - $266,017	1,424 Added 4.9%	30,476 $5.69 Billion
Q4 2023 May 19, 2025	BUY	$147.64 - $174.21 $625,107 - $737,605	4,234 Added 17.06%	29,052 $5.05 Billion
Q3 2023 May 19, 2025	SELL	$153.33 - $166.75 $990,818 - $1.08 Million	-6,462 Reduced 20.66%	24,818 $3.82 Billion
Q2 2023 May 19, 2025	BUY	$149.72 - $161.19 $777,495 - $837,059	5,193 Added 25.0%	25,969 $4.19 Billion
Q1 2023 May 19, 2025	SELL	$144.21 - $159.47 $13.4 Million - $14.9 Million	-93,257 Reduced 81.78%	20,776 $3.15 Billion
Q4 2022 May 19, 2025	BUY	$129.68 - $151.79 $10.8 Million - $12.7 Million	83,557 Added 274.17%	114,033 $16.5 Billion
Q3 2022 May 20, 2025	SELL	$128.52 - $150.96 $1.8 Million - $2.12 Million	-14,025 Reduced 44.84%	17,255 $2.22 Billion
Q3 2022 May 19, 2025	BUY	$128.52 - $150.96 $1.74 Million - $2.05 Million	13,577 Added 80.34%	30,476 $5.69 Billion
Q2 2022 May 19, 2025	BUY	$133.27 - $158.52 $602,646 - $716,827	4,522 Added 36.54%	16,899 $2.32 Billion
Q1 2022 May 19, 2025	SELL	$147.46 - $159.06 $2.79 Million - $3.01 Million	-18,903 Reduced 60.43%	12,377 $1.93 Billion
Q4 2021 May 19, 2025	BUY	$145.8 - $156.8 $417,279 - $448,761	2,862 Added 16.82%	19,879 $3.11 Billion
Q3 2021 May 19, 2025	SELL	$143.75 - $152.0 $327,606 - $346,408	-2,279 Reduced 11.81%	17,017 $2.47 Billion
Q2 2021 May 19, 2025	BUY	$142.18 - $151.25 $490,094 - $521,358	3,447 Added 21.75%	19,296 $2.85 Billion
Q1 2021 May 19, 2025	BUY	$125.98 - $142.4 $1.47 Million - $1.66 Million	11,637 Added 276.28%	15,849 $2.24 Billion
Q4 2020 May 19, 2025	BUY	$109.93 - $128.18 $275,264 - $320,962	2,504 Added 146.6%	4,212 $539 Million
Q3 2020 May 19, 2025	SELL	$106.77 - $118.22 $3.16 Million - $3.5 Million	-29,572 Reduced 94.54%	1,708 $192 Million
Q2 2020 May 19, 2025	SELL	$91.94 - $119.67 $2.72 Million - $3.54 Million	-29,545 Reduced 94.45%	1,735 $188 Million

Others Institutions Holding IVE

# of Institutions

1,765

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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Heck Capital Advisors, LLC Ishares S&P 500 Value ETF Transaction History