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 $856,434. This represents 0.41% of its overall portfolio holdings.
Number of Shares
4,669
Previous 4,892
4.56%
Holding current value
$856,434
Previous $788,000
8.88%
% of portfolio
0.41%
Previous 0.44%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,688Shares Held
155MCall Options Held
107KPut Options Held
60.7K-
Envestnet Asset Management Inc18.6MShares$3.42 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY16.9MShares$3.09 Billion0.26% of portfolio
-
Morgan Stanley New York, NY13MShares$2.39 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.49 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.19 Billion0.29% of portfolio