Briggs Advisory Group, Inc. Ishares S&P 500 Value ETF Transaction History
Briggs Advisory Group, Inc.
- $174 Million
- Q3 2023
A detailed history of Briggs Advisory Group, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Briggs Advisory Group, Inc. holds 4,669 shares of IVE stock, worth $888,370. This represents 0.41% of its overall portfolio holdings.
Number of Shares
4,669
Previous 4,892
4.56%
Holding current value
$888,370
Previous $788,000
8.88%
% of portfolio
0.41%
Previous 0.44%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,696Shares Held
160MCall Options Held
124KPut Options Held
51.5K-
Envestnet Asset Management Inc18.6MShares$3.55 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.38 Billion0.27% of portfolio
-
Morgan Stanley New York, NY13.8MShares$2.63 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.58MShares$1.63 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.98MShares$1.33 Billion0.54% of portfolio