Kmg Fiduciary Partners, LLC Ishares S&P 500 Value ETF Transaction History

Kmg Fiduciary Partners, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Kmg Fiduciary Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 70,207 shares of IVE stock, worth $14.7 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
70,207
Previous 70,068 0.2%
Holding current value
$14.7 Million
Previous $13.7 Million 5.89%
% of portfolio
1.0%
Previous 1.04%

Shares

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

Oct 09, 2025
BUY
$194.44 - $206.51 $27,027 - $28,704
139 Added 0.2%
70,207 $14.5 Million
Q2 2025

Jul 09, 2025
BUY
$168.34 - $195.42 $83,159 - $96,537
494 Added 0.71%
70,068 $13.7 Million
Q1 2025

Apr 14, 2025
SELL
$185.78 - $198.58 $106,823 - $114,183
-575 Reduced 0.82%
69,574 $13.1 Million
Q4 2024

Jan 14, 2025
BUY
$189.5 - $206.17 $22,550 - $24,534
119 Added 0.17%
70,149 $13.4 Million
Q3 2024

Oct 17, 2024
SELL
$181.06 - $197.17 $530,324 - $577,510
-2,929 Reduced 4.01%
70,030 $13.8 Million
Q2 2024

Jul 17, 2024
BUY
$176.58 - $186.7 $21,366 - $22,590
121 Added 0.17%
72,959 $13.3 Million
Q1 2024

Apr 10, 2024
BUY
$171.09 - $186.81 $180,842 - $197,458
1,057 Added 1.47%
72,838 $13.6 Million
Q4 2023

Jan 10, 2024
BUY
$147.64 - $174.21 $8.81 Million - $10.4 Million
59,652 Added 491.81%
71,781 $12.5 Million
Q3 2023

Oct 25, 2023
SELL
$153.33 - $166.75 $18,859 - $20,510
-123 Reduced 1.0%
12,129 $1.87 Million
Q2 2023

Jul 14, 2023
BUY
$149.72 - $161.19 $1.63 Million - $1.76 Million
10,909 Added 812.29%
12,252 $1.97 Million
Q1 2023

Apr 13, 2023
SELL
$144.21 - $159.47 $3.23 Million - $3.57 Million
-22,404 Reduced 94.34%
1,343 $203,000
Q4 2022

Jan 12, 2023
BUY
$129.68 - $151.79 $3.08 Million - $3.6 Million
23,747 New
23,747 $0

Others Institutions Holding IVE

# of Institutions
1,767
Shares Held
169M
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 Kmg Fiduciary Partners, LLC Portfolio

Follow Kmg Fiduciary Partners, 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 Kmg Fiduciary Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kmg Fiduciary Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email