Appleton Partners Inc Ishares S&P 500 Value ETF Transaction History
Appleton Partners Inc
- $1.35 Billion
- Q4 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 2,190 shares of IVE stock, worth $410,296. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,190
Previous 1,283
70.69%
Holding current value
$410,296
Previous $253,000
65.22%
% of portfolio
0.03%
Previous 0.02%
Shares
13 transactions
Others Institutions Holding IVE
# of Institutions
1,671Shares Held
146MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.16 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.52 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.44 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.53 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.22 Billion0.29% of portfolio