Appleton Partners Inc Ishares S&P 500 Value ETF Transaction History
Appleton Partners Inc
- $1.3 Billion
- Q2 2024
A detailed history of Appleton Partners Inc transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Appleton Partners Inc holds 1,323 shares of IVE stock, worth $257,005. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,323
Previous 1,323
-0.0%
Holding current value
$257,005
Previous $247,000
2.43%
% of portfolio
0.02%
Previous 0.02%
Shares
11 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