Northwest Financial Advisors Ishares S&P 500 Value ETF Transaction History

Northwest Financial Advisors

  • $48.6 Billion
  • Q4 2025

A detailed history of Northwest Financial Advisors transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Northwest Financial Advisors holds 2,047 shares of IVE stock, worth $429,071. This represents 0.89% of its overall portfolio holdings.

Number of Shares
2,047
Previous 2,014 1.64%
Holding current value
$429,071
Previous $416 Million 4.37%
% of portfolio
0.89%
Previous 0.53%

Shares

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

Jan 26, 2026
BUY
$202.52 - $212.07 $6,683 - $6,998
33 Added 1.64%
2,047 $434 Million
Q1 2025

Apr 11, 2025
BUY
$185.78 - $198.58 $374,160 - $399,940
2,014 New
2,014 $384 Million
Q3 2024

Nov 13, 2024
SELL
$181.06 - $197.17 $1,629 - $1,774
-9 Reduced 1.87%
472 $93.1 Million
Q1 2024

May 09, 2024
BUY
$171.09 - $186.81 $1,539 - $1,681
9 Added 1.91%
481 $89.9 Million
Q4 2023

Feb 07, 2024
BUY
$147.64 - $174.21 $69,686 - $82,227
472 New
472 $82.1 Million

Others Institutions Holding IVE

# of Institutions
1,788
Shares Held
172M
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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