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

Spinnaker Investment Group, LLC

  • $500 Million
  • Q4 2025

A detailed history of Spinnaker Investment Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Spinnaker Investment Group, LLC holds 3,320 shares of IVE stock, worth $695,905. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,320
Previous 2,200 50.91%
Holding current value
$695,905
Previous $454,000 53.08%
% of portfolio
0.14%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$202.52 - $212.07 $226,822 - $237,518
1,120 Added 50.91%
3,320 $695,000
Q3 2025

Oct 10, 2025
BUY
$194.44 - $206.51 $427,768 - $454,322
2,200 New
2,200 $454,000

Others Institutions Holding IVE

# of Institutions
1,779
Shares Held
170M
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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