Carlton Hofferkamp & Jenks Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History
Carlton Hofferkamp & Jenks Wealth Management, LLC
- $307 Million
- Q3 2024
A detailed history of Carlton Hofferkamp & Jenks Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 1,091 shares of IVE stock, worth $222,116. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,091
Previous 1,091
-0.0%
Holding current value
$222,116
Previous $198,000
8.59%
% of portfolio
0.07%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,529Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.47 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.63 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.55 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.62 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.41 Billion0.32% of portfolio