Edmonds Duncan Registered Investment Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Edmonds Duncan Registered Investment Advisors, LLC
- $446 Million
- Q3 2024
A detailed history of Edmonds Duncan Registered Investment Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Edmonds Duncan Registered Investment Advisors, LLC holds 21,252 shares of IVE stock, worth $4.07 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
21,252
Previous 21,167
0.4%
Holding current value
$4.07 Million
Previous $3.85 Million
8.77%
% of portfolio
0.94%
Previous 0.94%
Shares
30 transactions
Others Institutions Holding IVE
# of Institutions
1,532Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.26 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.48 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.4 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.33 Billion0.32% of portfolio