Callan Family Office, LLC Ishares S&P 500 Value ETF Transaction History
Callan Family Office, LLC
- $521 Billion
- Q2 2024
A detailed history of Callan Family Office, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Callan Family Office, LLC holds 81,854 shares of IVE stock, worth $16.1 Million. This represents 2.86% of its overall portfolio holdings.
Number of Shares
81,854
Previous 77,575
5.52%
Holding current value
$16.1 Million
Previous $14.5 Billion
2.8%
% of portfolio
2.86%
Previous 3.4%
Shares
7 transactions
Others Institutions Holding IVE
# of Institutions
1,445Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.46 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.43 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.43 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.51 Billion0.34% of portfolio