Dowling & Yahnke LLC Ishares S&P 500 Value ETF Transaction History
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
A detailed history of Dowling & Yahnke LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Dowling & Yahnke LLC holds 1,809 shares of IVE stock, worth $355,468. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,809
Previous 1,960
7.7%
Holding current value
$355,468
Previous $269,000
13.75%
% of portfolio
0.11%
Previous 0.01%
Shares
18 transactions
Others Institutions Holding IVE
# of Institutions
1,447Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.47 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.44 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