Lynch & Associates Ishares S&P 500 Value ETF Transaction History

Lynch & Associates

  • $510 Million
  • Q4 2025

A detailed history of Lynch & Associates transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Lynch & Associates holds 2,750 shares of IVE stock, worth $576,427. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,750
Previous 3,054 9.95%
Holding current value
$576,427
Previous $630,000 8.57%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Jan 07, 2026
SELL
$202.52 - $212.07 $61,566 - $64,469
-304 Reduced 9.95%
2,750 $576,000
Q3 2025

Oct 07, 2025
SELL
$194.44 - $206.51 $55,998 - $59,474
-288 Reduced 8.62%
3,054 $630,000
Q4 2024

Jan 10, 2025
SELL
$189.5 - $206.17 $2,653 - $2,886
-14 Reduced 0.42%
3,342 $637,000
Q1 2024

Apr 09, 2024
SELL
$171.09 - $186.81 $17,109 - $18,681
-100 Reduced 2.89%
3,356 $626,000
Q2 2023

Oct 24, 2023
SELL
$149.72 - $161.19 $16,918 - $18,214
-113 Reduced 3.17%
3,456 $557,000
Q2 2023

Jul 13, 2023
SELL
$149.72 - $161.19 $16,918 - $18,214
-113 Reduced 3.17%
3,456 $557,000
Q1 2023

Oct 24, 2023
BUY
$144.21 - $159.47 $16,295 - $18,020
113 Added 3.27%
3,569 $541,000
Q1 2023

Apr 04, 2023
SELL
$144.21 - $159.47 $71,816 - $79,416
-498 Reduced 12.24%
3,569 $542,000
Q4 2022

Oct 24, 2023
BUY
$129.68 - $151.79 $79,234 - $92,743
611 Added 17.68%
4,067 $589,000
Q4 2022

Jan 05, 2023
SELL
$129.68 - $151.79 $102,576 - $120,065
-791 Reduced 16.28%
4,067 $590,000
Q3 2022

Oct 03, 2022
SELL
$128.52 - $150.96 $4.23 Million - $4.97 Million
-32,899 Reduced 87.13%
4,858 $624,000
Q2 2022

Jul 06, 2022
BUY
$133.27 - $158.52 $326,244 - $388,056
2,448 Added 6.93%
37,757 $5.19 Million
Q1 2022

Apr 08, 2022
BUY
$147.46 - $159.06 $328,983 - $354,862
2,231 Added 6.74%
35,309 $5.5 Million
Q4 2021

Jan 11, 2022
BUY
$145.8 - $156.8 $401,095 - $431,356
2,751 Added 9.07%
33,078 $5.18 Million
Q3 2021

Oct 12, 2021
BUY
$143.75 - $152.0 $410,406 - $433,960
2,855 Added 10.39%
30,327 $4.41 Million
Q2 2021

Jul 21, 2021
BUY
$142.18 - $151.25 $463,791 - $493,377
3,262 Added 13.47%
27,472 $4.06 Million
Q1 2021

Apr 09, 2021
BUY
$125.98 - $142.4 $1.95 Million - $2.2 Million
15,479 Added 177.29%
24,210 $3.42 Million
Q4 2020

Jan 20, 2021
BUY
$109.93 - $128.18 $959,798 - $1.12 Million
8,731 New
8,731 $1.12 Million

Others Institutions Holding IVE

# of Institutions
1,774
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
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