Dfpg Investments, LLC Ishares S&P 500 Value ETF Transaction History

Dfpg Investments, LLC

$1.29 Billion
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 30, 2019	SELL	$108.5 - $117.48 $239,025 - $258,808	-2,203 Closed	0 $0
Q1 2019 Apr 10, 2019	BUY	$99.16 - $114.4 $218,449 - $252,023	2,203 New	2,203 $253,000

Others Institutions Holding IVE

# of Institutions

1,532

Shares Held

139M

Call Options Held

91.7K

Put Options Held

29.4K

Jpmorgan Chase & CO New York, NY

17M
Shares

$3.23 Billion
0.28% of portfolio
Envestnet Asset Management Inc

12.9M
Shares

$2.45 Billion
0.84% of portfolio
Morgan Stanley New York, NY

12.5M
Shares

$2.37 Billion
0.18% of portfolio
Bank Of America Corp Charlotte, NC

7.95M
Shares

$1.51 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

6.95M
Shares

$1.32 Billion
0.32% of portfolio

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

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