Comprehensive Financial Consultants Institutional, Inc. Ishares S&P 500 Value ETF Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$231 Million
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$147.46 - $159.06 $44,975 - $48,513	-305 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$145.8 - $156.8 $44,469 - $47,824	305 New	305 $46,000

Others Institutions Holding IVE

# of Institutions

1,422

Shares Held

138M

Call Options Held

124K

Put Options Held

11.6K

Jpmorgan Chase & CO New York, NY

17.8M
Shares

$3.23 Billion
0.3% of portfolio
Morgan Stanley New York, NY

12.2M
Shares

$2.22 Billion
0.19% of portfolio
Envestnet Asset Management Inc

12M
Shares

$2.17 Billion
0.85% of portfolio
Bank Of America Corp Charlotte, NC

7.81M
Shares

$1.42 Billion
0.14% of portfolio
Wells Fargo & Company San Francisco, CA

7.51M
Shares

$1.36 Billion
0.34% of portfolio

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Comprehensive Financial Consultants Institutional, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Consultants Institutional, Inc. with notifications on news.

Account