Sja Financial Advisory, LLC Ishares S&P 500 Value ETF Transaction History

Sja Financial Advisory, LLC

  • $145 Million
  • Q3 2025

A detailed history of Sja Financial Advisory, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Sja Financial Advisory, LLC holds 52,646 shares of IVE stock, worth $11 Million. This represents 7.47% of its overall portfolio holdings.

Number of Shares
52,646
Previous 55,159 4.56%
Holding current value
$11 Million
Previous $10.8 Million 0.85%
% of portfolio
7.47%
Previous 7.43%

Shares

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

Nov 05, 2025
SELL
$194.44 - $206.51 $488,627 - $518,959
-2,513 Reduced 4.56%
52,646 $10.9 Million
Q2 2025

Aug 06, 2025
SELL
$168.34 - $195.42 $246,113 - $285,704
-1,462 Reduced 2.58%
55,159 $10.8 Million
Q1 2025

May 14, 2025
SELL
$185.78 - $198.58 $1,300 - $1,390
-7 Reduced 0.01%
56,621 $10.8 Million
Q4 2024

Feb 03, 2025
SELL
$189.5 - $206.17 $728,627 - $792,723
-3,845 Reduced 6.36%
56,628 $10.8 Million
Q3 2024

Nov 25, 2024
BUY
$181.06 - $197.17 $257,467 - $280,375
1,422 Added 2.41%
60,473 $11.9 Million
Q2 2024

Jul 31, 2024
BUY
$176.58 - $186.7 $111,951 - $118,367
634 Added 1.09%
59,051 $10.7 Million
Q1 2024

May 10, 2024
BUY
$171.09 - $186.81 $17,451 - $19,054
102 Added 0.17%
58,417 $10.9 Million
Q4 2023

Feb 14, 2024
SELL
$147.64 - $174.21 $72,638 - $85,711
-492 Reduced 0.84%
58,315 $10.1 Million
Q3 2023

Nov 15, 2023
SELL
$153.33 - $166.75 $211,748 - $230,281
-1,381 Reduced 2.29%
58,807 $9.05 Million
Q2 2023

Aug 14, 2023
SELL
$149.72 - $161.19 $60,337 - $64,959
-403 Reduced 0.67%
60,188 $9.7 Million
Q1 2023

Apr 28, 2023
BUY
$144.21 - $159.47 $197,279 - $218,154
1,368 Added 2.31%
60,591 $9.2 Million
Q4 2022

Feb 14, 2023
SELL
$129.68 - $151.79 $667,981 - $781,870
-5,151 Reduced 8.0%
59,223 $8.59 Million
Q3 2022

Feb 14, 2023
BUY
$128.52 - $150.96 $67,858 - $79,706
528 Added 0.83%
64,374 $8.57 Million
Q2 2022

Aug 03, 2022
BUY
$133.27 - $158.52 $152,460 - $181,346
1,144 Added 1.82%
63,846 $8.78 Million
Q1 2022

Apr 21, 2022
SELL
$147.46 - $159.06 $117,378 - $126,611
-796 Reduced 1.25%
62,702 $9.76 Million
Q4 2021

Feb 16, 2022
BUY
$145.8 - $156.8 $18,370 - $19,756
126 Added 0.2%
63,498 $9.95 Million
Q3 2021

Nov 08, 2021
SELL
$143.75 - $152.0 $63,825 - $67,488
-444 Reduced 0.7%
63,372 $9.22 Million
Q2 2021

Jul 21, 2021
SELL
$142.18 - $151.25 $110,900 - $117,975
-780 Reduced 1.21%
63,816 $9.42 Million
Q1 2021

May 14, 2021
SELL
$125.98 - $142.4 $274,762 - $310,574
-2,181 Reduced 3.27%
64,596 $9.12 Million
Q4 2020

Feb 08, 2021
BUY
$109.93 - $128.18 $157,419 - $183,553
1,432 Added 2.19%
66,777 $8.55 Million
Q3 2020

Nov 06, 2020
SELL
$106.77 - $118.22 $320,310 - $354,660
-3,000 Reduced 4.39%
65,345 $7.35 Million
Q2 2020

Aug 12, 2020
SELL
$91.94 - $119.67 $609,378 - $793,172
-6,628 Reduced 8.84%
68,345 $7.4 Million
Q1 2020

May 11, 2020
BUY
$82.97 - $131.79 $180,874 - $287,302
2,180 Added 2.99%
74,973 $7.22 Million
Q4 2019

Feb 05, 2020
SELL
$115.41 - $130.26 $348,999 - $393,906
-3,024 Reduced 3.99%
72,793 $9.47 Million
Q3 2019

Oct 30, 2019
BUY
$112.0 - $120.88 $545,552 - $588,806
4,871 Added 6.87%
75,817 $9.03 Million
Q2 2019

Aug 02, 2019
BUY
$108.5 - $117.48 $75,841 - $82,118
699 Added 1.0%
70,946 $8.27 Million
Q1 2019

May 03, 2019
BUY
$99.16 - $114.4 $97,176 - $112,112
980 Added 1.41%
70,247 $7.92 Million
Q4 2018

Jan 28, 2019
SELL
$95.36 - $116.8 $589,801 - $722,408
-6,185 Reduced 8.2%
69,267 $7.01 Million
Q3 2018

Nov 06, 2018
BUY
$110.03 - $118.53 $79,661 - $85,815
724 Added 0.97%
75,452 $8.74 Million
Q2 2018

Aug 08, 2018
SELL
$107.03 - $113.19 $72,673 - $76,856
-679 Reduced 0.9%
74,728 $8.23 Million
Q1 2018

May 11, 2018
BUY
$106.61 - $121.11 $148,187 - $168,342
1,390 Added 1.88%
75,407 $8.25 Million
Q4 2017

Feb 14, 2018
BUY
$108.39 - $114.78 $8.02 Million - $8.5 Million
74,017
74,017 $8.46 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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