Capital Directions Investment Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Capital Directions Investment Advisors, LLC
- $268 Million
- Q4 2022
A detailed history of Capital Directions Investment Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 6,513 shares of IVE stock, worth $1.28 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
6,513
Previous 0
Infinity%
Holding current value
$1.28 Million
Previous $837,000
12.78%
% of portfolio
0.35%
Previous 0.32%
Shares
11 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