Semmax Financial Advisors Inc. Ishares S&P 500 Value ETF Transaction History

Semmax Financial Advisors Inc.

$360 Million
Q2 2025

A detailed history of Semmax Financial Advisors Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Semmax Financial Advisors Inc. holds 5,383 shares of IVE stock, worth $1.13 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

5,383

Previous 4,887 10.15%

Holding current value

$1.13 Million

Previous $931,000 12.89%

% of portfolio

0.29%

Previous 0.27%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 15, 2025	BUY	$168.34 - $195.42 $83,496 - $96,928	496 Added 10.15%	5,383 $1.05 Million
Q1 2025 May 16, 2025	BUY	$185.78 - $198.58 $247,458 - $264,508	1,332 Added 37.47%	4,887 $931,000
Q4 2024 May 14, 2025	BUY	$189.5 - $206.17 $102,709 - $111,744	542 Added 17.99%	3,555 $678,000
Q3 2024 Nov 14, 2024	BUY	$181.06 - $197.17 $36,936 - $40,222	204 Added 7.26%	3,013 $594,000
Q2 2024 Aug 14, 2024	BUY	$176.58 - $186.7 $69,925 - $73,933	396 Added 16.41%	2,809 $511,000

Q1 2024 May 16, 2024	BUY	$171.09 - $186.81 $276,139 - $301,511	1,614 Added 202.0%	2,413 $450,000
Q4 2023 Feb 14, 2024	BUY	$147.64 - $174.21 $117,964 - $139,193	799 New	799 $138,000
Q4 2022 Feb 09, 2023	BUY	$129.68 - $151.79 $44,609 - $52,215	344 New	344 $53,000

Others Institutions Holding IVE

# of Institutions

1,765

Shares Held

168M

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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Semmax Financial Advisors Inc. Ishares S&P 500 Value ETF Transaction History