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

Abound Financial, LLC

$198 Billion
Q1 2025

A detailed history of Abound Financial, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Abound Financial, LLC holds 202 shares of IVE stock, worth $37,052. This represents 0.02% of its overall portfolio holdings.

Number of Shares

202

Holding current value

$37,052

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 29, 2025	BUY	$185.78 - $198.58 $37,527 - $40,113	202 New	202 $38.5 Million

Others Institutions Holding IVE

# of Institutions

1,694

Shares Held

160M

Call Options Held

124K

Put Options Held

51.5K

Envestnet Asset Management Inc

18.6M
Shares

$3.42 Billion
1.19% of portfolio
Jpmorgan Chase & CO New York, NY

17.8M
Shares

$3.26 Billion
0.27% of portfolio
Morgan Stanley New York, NY

13.8M
Shares

$2.53 Billion
0.19% of portfolio
Bank Of America Corp Charlotte, NC

8.58M
Shares

$1.57 Billion
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

6.98M
Shares

$1.28 Billion
0.54% of portfolio

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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