Spectrum Planning & Advisory Services Inc. Ishares S&P 500 Value ETF Transaction History

Spectrum Planning & Advisory Services Inc.

  • $148 Million
  • Q3 2025

A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 4,366 shares of IVE stock, worth $915,157. This represents 0.61% of its overall portfolio holdings.

Number of Shares
4,366
Previous 4,962 12.01%
Holding current value
$915,157
Previous $969,000 7.02%
% of portfolio
0.61%
Previous 0.73%

Shares

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

Nov 13, 2025
SELL
$194.44 - $206.51 $115,886 - $123,079
-596 Reduced 12.01%
4,366 $901,000
Q2 2025

Jul 15, 2025
SELL
$168.34 - $195.42 $1.15 Million - $1.33 Million
-6,830 Reduced 57.92%
4,962 $969,000
Q1 2025

Apr 22, 2025
SELL
$185.78 - $198.58 $1.72 Million - $1.83 Million
-9,236 Reduced 43.92%
11,792 $2.25 Million
Q4 2024

Jan 22, 2025
BUY
$189.5 - $206.17 $290,693 - $316,264
1,534 Added 7.87%
21,028 $4.01 Million
Q3 2024

Nov 08, 2024
BUY
$181.06 - $197.17 $315,949 - $344,061
1,745 Added 9.83%
19,494 $3.84 Million
Q2 2024

Jul 18, 2024
BUY
$176.58 - $186.7 $3.13 Million - $3.31 Million
17,749 New
17,749 $3.23 Million

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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