Cottonwood Capital Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Cottonwood Capital Advisors, LLC
- $120 Million
- Q2 2024
A detailed history of Cottonwood Capital Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Cottonwood Capital Advisors, LLC holds 1,644 shares of IVE stock, worth $322,470. This represents 0.25% of its overall portfolio holdings.
Number of Shares
1,644
Previous 1,653
0.54%
Holding current value
$322,470
Previous $308,000
2.92%
% of portfolio
0.25%
Previous 0.25%
Shares
9 transactions
Others Institutions Holding IVE
# of Institutions
1,448Shares Held
140MCall 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$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.51 Billion0.34% of portfolio