Strategic Financial Partners, Ltd. Ishares S&P 500 Value ETF Transaction History

Strategic Financial Partners, Ltd.

$215 Million
Q3 2025

A detailed history of Strategic Financial Partners, Ltd. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Strategic Financial Partners, Ltd. holds 1,168 shares of IVE stock, worth $244,824. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,168

Previous 1,320 11.52%

Holding current value

$244,824

Previous $257,000 6.23%

% of portfolio

0.11%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$194.44 - $206.51 $29,554 - $31,389	-152 Reduced 11.52%	1,168 $241,000
Q1 2025 May 06, 2025	SELL	$185.78 - $198.58 $6,502 - $6,950	-35 Reduced 2.58%	1,320 $251,000
Q1 2024 Jul 10, 2024	SELL	$171.09 - $186.81 $26,690 - $29,142	-156 Reduced 10.32%	1,355 $253,000
Q1 2023 Jul 10, 2024	BUY	$144.21 - $159.47 $2,595 - $2,870	18 Added 1.21%	1,511 $229,000
Q4 2022 Jul 10, 2024	BUY	$129.68 - $151.79 $193,612 - $226,622	1,493 New	1,493 $217,000

Q3 2022 Jul 10, 2024	SELL	$128.52 - $150.96 $195,607 - $229,761	-1,522 Closed	0 $0
Q1 2022 Jul 10, 2024	SELL	$147.46 - $159.06 $8,847 - $9,543	-60 Reduced 3.79%	1,522 $237,000
Q2 2021 Jul 09, 2024	BUY	$142.18 - $151.25 $224,928 - $239,277	1,582 New	1,582 $234,000

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

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Strategic Financial Partners, Ltd. Ishares S&P 500 Value ETF Transaction History