Safeguard Investment Advisory Group, LLC Ishares S&P 500 Value ETF Transaction History

Safeguard Investment Advisory Group, LLC

$401 Million
Q3 2025

A detailed history of Safeguard Investment Advisory Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 1,308 shares of IVE stock, worth $274,169. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,308

Previous 1,470 11.02%

Holding current value

$274,169

Previous $287,000 5.92%

% of portfolio

0.07%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$194.44 - $206.51 $31,499 - $33,454	-162 Reduced 11.02%	1,308 $270,000
Q2 2025 Aug 14, 2025	SELL	$168.34 - $195.42 $51,680 - $59,993	-307 Reduced 17.28%	1,470 $287,000
Q1 2025 May 15, 2025	BUY	$185.78 - $198.58 $39,756 - $42,496	214 Added 13.69%	1,777 $338,000
Q4 2024 Feb 14, 2025	BUY	$189.5 - $206.17 $189 - $206	1 Added 0.06%	1,563 $298,000
Q3 2024 Nov 14, 2024	BUY	$181.06 - $197.17 $282,815 - $307,979	1,562 New	1,562 $307,000

Q1 2021 May 10, 2021	SELL	$125.98 - $142.4 $28,471 - $32,182	-226 Closed	0 $0
Q4 2020 Feb 18, 2021	BUY	$109.93 - $128.18 $24,844 - $28,968	226 New	226 $28,000

Others Institutions Holding IVE

# of Institutions

1,767

Shares Held

169M

Call Options Held

67.9K

Put Options Held

38.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Safeguard Investment Advisory Group, LLC Ishares S&P 500 Value ETF Transaction History