Allium Financial Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Allium Financial Advisors, LLC
- $110 Billion
- Q1 2025
A detailed history of Allium Financial Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Allium Financial Advisors, LLC holds 1,897 shares of IVE stock, worth $347,966. This represents 0.33% of its overall portfolio holdings.
Number of Shares
1,897Holding current value
$347,966% of portfolio
0.33%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,691Shares Held
156MCall Options Held
107KPut Options Held
60.6K-
Envestnet Asset Management Inc18.6MShares$3.42 Billion1.19% of portfolio
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Jpmorgan Chase & CO New York, NY16.9MShares$3.09 Billion0.26% of portfolio
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Morgan Stanley New York, NY13MShares$2.39 Billion0.18% of portfolio
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Bank Of America Corp Charlotte, NC8.15MShares$1.49 Billion0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC6.98MShares$1.28 Billion0.54% of portfolio