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

Partners In Financial Planning

$490 Billion
Q4 2024

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 1,396 shares of IVE stock, worth $265,993. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,396

Holding current value

$265,993

% of portfolio

0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Others Institutions Holding IVE

# of Institutions

1,673

Shares Held

146M

Call Options Held

107K

Put Options Held

60.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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