Family Asset Management, LLC Ishares S&P 500 Value ETF Transaction History
Family Asset Management, LLC
- $155 Billion
- Q2 2024
A detailed history of Family Asset Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Family Asset Management, LLC holds 18,818 shares of IVE stock, worth $3.66 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
18,818
Previous 19,506
3.53%
Holding current value
$3.66 Million
Previous $3.64 Billion
6.01%
% of portfolio
2.2%
Previous 2.27%
Shares
7 transactions
Others Institutions Holding IVE
# of Institutions
1,445Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.43 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.41 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.41 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.5 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.49 Billion0.34% of portfolio