Fiduciary Group LLC Ishares S&P 500 Value ETF Transaction History
Fiduciary Group LLC
- $1.04 Billion
- Q2 2025
A detailed history of Fiduciary Group LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Fiduciary Group LLC holds 1,210 shares of IVE stock, worth $249,877. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,210
Previous 1,210
-0.0%
Holding current value
$249,877
Previous $230,000
2.61%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,708Shares Held
166MCall Options Held
93.3KPut Options Held
41K-
Envestnet Asset Management Inc21MShares$4.33 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.67 Billion0.27% of portfolio
-
Morgan Stanley New York, NY14.1MShares$2.92 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.32MShares$1.72 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.63 Billion0.55% of portfolio