Client 1 St Advisory Group, LLC Ishares S&P 500 Value ETF Transaction History
Client 1 St Advisory Group, LLC
- $271 Million
- Q2 2025
A detailed history of Client 1 St Advisory Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 1,104 shares of IVE stock, worth $219,453. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,104Holding current value
$219,453% of portfolio
0.08%Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,708Shares Held
163MCall Options Held
128KPut Options Held
51.5K-
Envestnet Asset Management Inc21MShares$4.17 Billion1.26% of portfolio
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Jpmorgan Chase & CO New York, NY17.8MShares$3.53 Billion0.27% of portfolio
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Morgan Stanley New York, NY13.8MShares$2.75 Billion0.19% of portfolio
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Bank Of America Corp Charlotte, NC8.58MShares$1.71 Billion0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC6.98MShares$1.39 Billion0.54% of portfolio