Valpey Financial Services, LLC Ishares S&P 500 Value ETF Transaction History

Valpey Financial Services, LLC

  • $153 Billion
  • Q3 2025

A detailed history of Valpey Financial Services, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Valpey Financial Services, LLC holds 2,949 shares of IVE stock, worth $618,139. This represents 0.4% of its overall portfolio holdings.

Number of Shares
2,949
Previous 2,985 1.21%
Holding current value
$618,139
Previous $583 Million 4.4%
% of portfolio
0.4%
Previous 0.4%

Shares

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

Nov 06, 2025
SELL
$194.44 - $206.51 $6,999 - $7,434
-36 Reduced 1.21%
2,949 $609 Million
Q2 2025

Jul 22, 2025
BUY
$168.34 - $195.42 $502,494 - $583,328
2,985 New
2,985 $583 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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