Allworth Financial LP Ishares S&P 500 Value ETF Transaction History
Allworth Financial LP
- $20.2 Billion
- Q2 2025
A detailed history of Allworth Financial LP transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Allworth Financial LP holds 96,915 shares of IVE stock, worth $19.3 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
96,915
Previous 100,756
3.81%
Holding current value
$19.3 Million
Previous $19.2 Million
1.37%
% of portfolio
0.09%
Previous 0.11%
Shares
26 transactions
Others Institutions Holding IVE
# of Institutions
1,707Shares Held
165MCall Options Held
128KPut Options Held
50K-
Envestnet Asset Management Inc21MShares$4.17 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.53 Billion0.27% of portfolio
-
Morgan Stanley New York, NY13.8MShares$2.75 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.58MShares$1.71 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.57 Billion0.55% of portfolio