Briaud Financial Planning, Inc Ishares S&P 500 Value ETF Transaction History
Briaud Financial Planning, Inc
- $252 Million
- Q1 2025
A detailed history of Briaud Financial Planning, Inc transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 369 shares of IVE stock, worth $67,685. This represents 0.03% of its overall portfolio holdings.
Number of Shares
369Holding current value
$67,685% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,696Shares Held
158MCall Options Held
107KPut Options Held
60.6K-
Envestnet Asset Management Inc18.6MShares$3.42 Billion1.19% of portfolio
-
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