Kapstone Financial Advisors LLC Ishares S&P 500 Value ETF Transaction History

Kapstone Financial Advisors LLC

  • $212 Billion
  • Q3 2025

A detailed history of Kapstone Financial Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 1,378 shares of IVE stock, worth $288,842. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,378
Previous 1,376 0.15%
Holding current value
$288,842
Previous $269 Million 5.78%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Nov 07, 2025
BUY
$194.44 - $206.51 $388 - $413
2 Added 0.15%
1,378 $284 Million
Q2 2025

Jul 11, 2025
BUY
$168.34 - $195.42 $231,635 - $268,897
1,376 New
1,376 $269 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
Track This Portfolio

Track Kapstone Financial Advisors LLC Portfolio

Follow Kapstone Financial 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 Kapstone Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kapstone Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email