Bridge Advisory, LLC Ishares S&P 500 Value ETF Transaction History

Bridge Advisory, LLC

$201 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 06, 2021	SELL	$125.98 - $142.4 $760,415 - $859,526	-6,036 Closed	0 $0
Q4 2020 Feb 26, 2021	BUY	$109.93 - $128.18 $663,537 - $773,694	6,036 New	6,036 $773,000

Others Institutions Holding IVE

# of Institutions

1,447

Shares Held

140M

Call Options Held

110K

Put Options Held

9.3K

Jpmorgan Chase & CO New York, NY

17.7M
Shares

$3.47 Billion
0.28% of portfolio
Morgan Stanley New York, NY

12.4M
Shares

$2.44 Billion
0.18% of portfolio
Envestnet Asset Management Inc

12.4M
Shares

$2.43 Billion
0.8% of portfolio
Bank Of America Corp Charlotte, NC

7.72M
Shares

$1.52 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

7.68M
Shares

$1.51 Billion
0.34% of portfolio

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

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