Optima Capital LLC Ishares S&P 500 Value ETF Transaction History

Optima Capital LLC

$231 Billion
Q4 2025

A detailed history of Optima Capital LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Optima Capital LLC holds 888 shares of IVE stock, worth $186,133. This represents 0.08% of its overall portfolio holdings.

Number of Shares

888

Holding current value

$186,133

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$202.52 - $212.07 $179,837 - $188,318	888 New	888 $188 Million

Others Institutions Holding IVE

# of Institutions

1,779

Shares Held

170M

Call Options Held

67.9K

Put Options Held

38.7K

Envestnet Asset Management Inc

22.1M
Shares

$4.64 Billion
1.41% of portfolio
Jpmorgan Chase & CO New York, NY

17.9M
Shares

$3.76 Billion
0.24% of portfolio
Morgan Stanley New York, NY

14.2M
Shares

$2.98 Billion
0.18% of portfolio
Lpl Financial LLC Fort Mill, SC

8.55M
Shares

$1.79 Billion
0.55% of portfolio
Bank Of America Corp Charlotte, NC

8.4M
Shares

$1.76 Billion
0.12% of portfolio

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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