Advus Financial Partners, LLC
Position in IVE — iShares S&P 500 Value ETF
CIK 2150676
WINTER PARK, FL
All Filings in IVE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 IVE | $7,043,628 | 31,021 | Shares | Sole | 2026-08-25 | |
| 2026-03-31 IVE | $5,974,700 | 28,296 | Shares | Sole | 2026-08-25 | |
| 2025-12-31 IVE | $5,498,763 | 25,929 | Shares | Sole | 2026-08-25 | |
| 2025-09-30 IVE | $5,172,042 | 25,045 | Shares | Sole | 2026-08-25 | |
| 2025-06-30 IVE | $4,118,671 | 21,076 | Shares | Sole | 2026-08-25 | |
| 2025-03-31 IVE | $3,049,089 | 15,999 | Shares | Sole | 2026-08-25 | |
| 2024-12-31 IVE | $2,618,110 | 13,716 | Shares | Sole | 2026-08-25 | |
| 2024-09-30 IVE | $1,619,554 | 8,214 | Shares | Sole | 2026-08-25 | |
| 2024-06-30 IVE | $992,682 | 5,454 | Shares | Sole | 2026-08-25 | |
| 2024-03-31 IVE | $724,075 | 3,876 | Shares | Sole | 2026-08-25 | |
| No filing history on record for this holder in this stock. | ||||||