Cary Street Partners Investment Advisory LLC Ishares S&P 500 Value ETF Transaction History
Cary Street Partners Investment Advisory LLC
- $2.42 Billion
- Q2 2024
A detailed history of Cary Street Partners Investment Advisory LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 5,607 shares of IVE stock, worth $1.1 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,607
Previous 6,294
10.92%
Holding current value
$1.1 Million
Previous $1.18 Million
13.19%
% of portfolio
0.04%
Previous 0.05%
Shares
21 transactions
Others Institutions Holding IVE
# of Institutions
1,470Shares Held
141MCall 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$1.51 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.5 Billion0.34% of portfolio