Baron Silver Stevens Financial Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Baron Silver Stevens Financial Advisors, LLC

$569 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$171.09 - $186.81 $270,835 - $295,720	1,583 New	1,583 $295,000
Q1 2021 Apr 27, 2021	SELL	$125.98 - $142.4 $78,485 - $88,715	-623 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$109.93 - $128.18 $68,486 - $79,856	623 New	623 $79,000

Others Institutions Holding IVE

# of Institutions

1,529

Shares Held

139M

Call Options Held

91.7K

Put Options Held

29.4K

Jpmorgan Chase & CO New York, NY

17M
Shares

$3.51 Billion
0.28% of portfolio
Envestnet Asset Management Inc

12.9M
Shares

$2.67 Billion
0.84% of portfolio
Morgan Stanley New York, NY

12.5M
Shares

$2.58 Billion
0.18% of portfolio
Bank Of America Corp Charlotte, NC

7.95M
Shares

$1.64 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

6.95M
Shares

$1.43 Billion
0.32% 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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