Carbahal Olsen Financial Services Group, LLC Ishares S&P 500 Value ETF Transaction History
Carbahal Olsen Financial Services Group, LLC
- $117 Billion
- Q2 2025
A detailed history of Carbahal Olsen Financial Services Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Carbahal Olsen Financial Services Group, LLC holds 30,803 shares of IVE stock, worth $6.3 Million. This represents 5.13% of its overall portfolio holdings.
Number of Shares
30,803
Previous 30,922
0.38%
Holding current value
$6.3 Million
Previous $5.89 Billion
2.15%
% of portfolio
5.13%
Previous 5.59%
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,711Shares Held
166MCall Options Held
93.3KPut Options Held
41K-
Envestnet Asset Management Inc21MShares$4.29 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.64 Billion0.27% of portfolio
-
Morgan Stanley New York, NY14.1MShares$2.89 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.32MShares$1.7 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.62 Billion0.55% of portfolio