ISHARES TR

Ticker: IVE CUSIP: 464287408 Class: S&P 500 VAL ETF

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 149,158 Value ($000) $31,632 Avg Close Range
Q3 2025
Shares 95,783 Value ($000) $19,780 Avg Close Range
Q2 2025
Shares 91,673 Value ($000) $17,915 Avg Close Range
Q4 2024
Shares 81,437 Value ($000) $15,545 Avg Close Range
Q3 2024
Shares 84,120 Value ($000) $16,586 Avg Close Range
Q2 2024
Shares 92,632 Value ($000) $16,860 Avg Close Range
Q1 2024
Shares 79,985 Value ($000) $14,942 Avg Close Range
Q4 2023
Shares 69,244 Value ($000) $11,916 Avg Close Range
Q3 2023
Shares 66,431 Value ($000) $10,081 Avg Close Range
Q2 2023
Shares 71,428 Value ($000) $11,513 Avg Close Range
Q1 2023
Shares 75,863 Value ($000) $11,454 Avg Close Range
Q4 2022
Shares 20,080 Value ($000) $2,913 Avg Close Range
Q3 2022
Shares 16,009 Value ($000) $2,295 Avg Close Range
Q2 2022
Shares 13,712 Value ($000) $1,885 Avg Close Range
Q1 2022
Shares 19,442 Value ($000) $2,838 Avg Close Range
Q3 2021
Shares 9,069 Value ($000) $1,319 Avg Close Range
Q2 2021
Shares 8,934 Value ($000) $1,319 Avg Close Range
Q1 2021
Shares 6,026 Value ($000) $851 Avg Close Range
Q4 2020
Shares 3,147 Value ($000) $403 Avg Close Range
Q3 2020
Shares 1,846 Value ($000) $208 Avg Close Range
Q2 2020
Shares 3,420 Value ($000) $370 Avg Close Range
Q1 2020
Shares 4,693 Value ($000) $452 Avg Close Range
Q4 2019
Shares 3,291 Value ($000) $428 Avg Close Range
Q3 2019
Shares 3,531 Value ($000) $421 Avg Close Range
Q2 2019
Shares 2,504 Value ($000) $292 Avg Close Range
Q1 2019
Shares 5,321 Value ($000) $600 Avg Close Range
Q4 2018
Shares 8,065 Value ($000) $816 Avg Close Range
Q3 2018
Shares 18,744 Value ($000) $2,171 Avg Close Range
Q2 2018
Shares 15,822 Value ($000) $1,742 Avg Close Range
Q1 2018
Shares 14,528 Value ($000) $1,588 Avg Close Range
Q4 2017
Shares 15,802 Value ($000) $1,805 Avg Close Range
Q3 2017
Shares 12,074 Value ($000) $1,303 Avg Close Range
Q2 2017
Shares 12,404 Value ($000) $1,302 Avg Close Range
Q1 2017
Shares 10,212 Value ($000) $1,062 Avg Close Range
Q4 2016
Shares 4,708 Value ($000) $477 Avg Close Range