Coordinated Financial Services, Inc. Ishares S&P 500 Value ETF Transaction History
Coordinated Financial Services, Inc.
- $144 Billion
- Q2 2025
A detailed history of Coordinated Financial Services, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 2,375 shares of IVE stock, worth $490,413. This represents 0.32% of its overall portfolio holdings.
Number of Shares
2,375
Previous 2,133
11.35%
Holding current value
$490,413
Previous $407 Million
13.99%
% of portfolio
0.32%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,709Shares Held
166MCall Options Held
93.3KPut Options Held
41K-
Envestnet Asset Management Inc21MShares$4.33 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.67 Billion0.27% of portfolio
-
Morgan Stanley New York, NY14.1MShares$2.92 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.32MShares$1.72 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.63 Billion0.55% of portfolio