Partners In Financial Planning Ishares S&P 500 Value ETF Transaction History

Partners In Financial Planning

  • $578 Billion
  • Q3 2025

A detailed history of Partners In Financial Planning transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Partners In Financial Planning holds 1,372 shares of IVE stock, worth $287,584. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,372
Previous 1,369 0.22%
Holding current value
$287,584
Previous $267 Million 5.96%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 10, 2025
BUY
$194.44 - $206.51 $583 - $619
3 Added 0.22%
1,372 $283 Million
Q2 2025

Aug 04, 2025
BUY
$168.34 - $195.42 $673 - $781
4 Added 0.29%
1,369 $267 Million
Q1 2025

Apr 30, 2025
SELL
$185.78 - $198.58 $5,759 - $6,155
-31 Reduced 2.22%
1,365 $260 Million
Q4 2024

Feb 12, 2025
BUY
$189.5 - $206.17 $264,542 - $287,813
1,396 New
1,396 $267 Million
Q3 2024

Feb 26, 2025
SELL
$181.06 - $197.17 $3,983 - $4,337
-22 Reduced 1.25%
1,744 $344 Million
Q2 2024

Feb 26, 2025
SELL
$176.58 - $186.7 $13,773 - $14,562
-78 Reduced 4.23%
1,766 $321 Million
Q1 2024

Feb 26, 2025
BUY
$171.09 - $186.81 $96,152 - $104,987
562 Added 43.84%
1,844 $345 Million
Q4 2023

Feb 26, 2025
SELL
$147.64 - $174.21 $85,631 - $101,041
-580 Reduced 31.15%
1,282 $223 Million
Q3 2023

Mar 04, 2025
BUY
$153.33 - $166.75 $69,611 - $75,704
454 Added 32.52%
1,850 $285 Million
Q2 2023

Feb 26, 2025
BUY
$149.72 - $161.19 $6,288 - $6,769
42 Added 2.31%
1,862 $300 Million
Q1 2023

Feb 26, 2025
BUY
$144.21 - $159.47 $61,145 - $67,615
424 Added 30.37%
1,820 $276 Million
Q4 2022

May 05, 2025
BUY
$129.68 - $151.79 $518 - $607
4 Added 0.22%
1,817 $265 Million
Q3 2022

May 05, 2025
BUY
$128.52 - $150.96 $642 - $754
5 Added 0.28%
1,813 $268 Million
Q2 2022

May 05, 2025
BUY
$133.27 - $158.52 $399 - $475
3 Added 0.17%
1,808 $263 Million
Q1 2022

May 05, 2025
BUY
$147.46 - $159.06 $442 - $477
3 Added 0.17%
1,805 $276 Million
Q4 2021

May 05, 2025
BUY
$145.8 - $156.8 $63,714 - $68,521
437 Added 32.01%
1,802 $277 Million
Q3 2021

May 05, 2025
SELL
$143.75 - $152.0 $2,012 - $2,128
-14 Reduced 0.77%
1,799 $262 Million
Q2 2021

May 05, 2025
BUY
$142.18 - $151.25 $63,696 - $67,760
448 Added 32.82%
1,813 $268 Million

Others Institutions Holding IVE

# of Institutions
1,766
Shares Held
168M
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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