Fee Only Financial Planning, L.C. Ishares S&P 500 Value ETF Transaction History
Fee Only Financial Planning, L.C.
- $148 Billion
- Q1 2024
A detailed history of Fee Only Financial Planning, L.C. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Fee Only Financial Planning, L.C. holds 1,317 shares of IVE stock, worth $239,338. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,317
Previous 1,317
-0.0%
Holding current value
$239,338
Previous $229 Million
7.43%
% of portfolio
0.17%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding IVE
# of Institutions
1,424Shares Held
138MCall Options Held
124KPut Options Held
11.6K-
Jpmorgan Chase & CO New York, NY17.8MShares$3.23 Billion0.3% of portfolio
-
Morgan Stanley New York, NY12.2MShares$2.22 Billion0.19% of portfolio
-
Envestnet Asset Management Inc12MShares$2.17 Billion0.85% of portfolio
-
Bank Of America Corp Charlotte, NC7.81MShares$1.42 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.51MShares$1.37 Billion0.34% of portfolio