Lockerman Financial Group, Inc. Ishares S&P 500 Value ETF Transaction History

Lockerman Financial Group, Inc.

  • $45.4 Million
  • Q4 2025

A detailed history of Lockerman Financial Group, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Lockerman Financial Group, Inc. holds 3,013 shares of IVE stock, worth $631,554. This represents 1.39% of its overall portfolio holdings.

Number of Shares
3,013
Previous 1,718 75.38%
Holding current value
$631,554
Previous $354,000 78.25%
% of portfolio
1.39%
Previous 0.48%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$202.52 - $212.07 $262,263 - $274,630
1,295 Added 75.38%
3,013 $631,000
Q3 2025

Oct 16, 2025
BUY
$194.44 - $206.51 $29,166 - $30,976
150 Added 9.57%
1,718 $354,000
Q2 2025

Jul 17, 2025
BUY
$168.34 - $195.42 $64,979 - $75,432
386 Added 32.66%
1,568 $306,000
Q1 2025

Apr 17, 2025
BUY
$185.78 - $198.58 $219,591 - $234,721
1,182 New
1,182 $225,000

Others Institutions Holding IVE

# of Institutions
1,779
Shares Held
170M
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 Lockerman Financial Group, Inc. Portfolio

Follow Lockerman Financial Group, Inc. 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 Lockerman Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lockerman Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email