Duncan Williams Asset Management, LLC Ishares S&P 500 Value ETF Transaction History
Duncan Williams Asset Management, LLC
- $428 Billion
- Q2 2025
A detailed history of Duncan Williams Asset Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Duncan Williams Asset Management, LLC holds 16,895 shares of IVE stock, worth $3.39 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
16,895Holding current value
$3.39 Million% of portfolio
0.77%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,708Shares Held
161MCall Options Held
124KPut Options Held
51.5K-
Envestnet Asset Management Inc18.6MShares$3.74 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.57 Billion0.27% of portfolio
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Morgan Stanley New York, NY13.8MShares$2.77 Billion0.19% of portfolio
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Bank Of America Corp Charlotte, NC8.58MShares$1.72 Billion0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC6.98MShares$1.4 Billion0.54% of portfolio