Triumph Capital Management Ishares S&P 500 Value ETF Transaction History

Triumph Capital Management

$325 Million
Q3 2025

A detailed history of Triumph Capital Management transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Triumph Capital Management holds 2,117 shares of IVE stock, worth $443,744. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,117

Previous 2,117 -0.0%

Holding current value

$443,744

Previous $437,000 -0.0%

% of portfolio

0.13%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$194.44 - $206.51 $10,305 - $10,945	-53 Reduced 2.44%	2,117 $437,000
Q2 2025 Dec 23, 2025	BUY	$168.34 - $195.42 $8,922 - $10,357	53 Added 2.5%	2,170 $424,000
Q2 2025 Jul 09, 2025	SELL	$168.34 - $195.42 $555,690 - $645,081	-3,301 Reduced 60.34%	2,170 $424,000
Q1 2025 May 06, 2025	SELL	$185.78 - $198.58 $33,811 - $36,141	-182 Reduced 3.22%	5,471 $1.04 Million
Q4 2024 Feb 14, 2025	SELL	$189.5 - $206.17 $41,879 - $45,563	-221 Reduced 3.76%	5,653 $1.08 Million

Q3 2024 Feb 14, 2025	BUY	$181.06 - $197.17 $545,533 - $594,073	3,013 Added 105.31%	5,874 $1.16 Million
Q2 2024 Feb 14, 2025	BUY	$176.58 - $186.7 $202,537 - $214,144	1,147 Added 66.92%	2,861 $520,000
Q1 2024 Apr 25, 2024	BUY	$171.09 - $186.81 $293,248 - $320,192	1,714 New	1,714 $320,000
Q2 2023 Aug 03, 2023	BUY	$149.72 - $161.19 $263,956 - $284,177	1,763 New	1,763 $284,000

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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Triumph Capital Management Ishares S&P 500 Value ETF Transaction History