Fiduciary Planning LLC Ishares S&P 500 Value ETF Transaction History

Fiduciary Planning LLC

$220 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 06, 2021	SELL	$142.18 - $151.25 $14,218 - $15,125	-100 Closed	0 $0
Q1 2021 May 24, 2021	BUY	$125.98 - $142.4 $12,598 - $14,240	100 New	100 $14,000

Others Institutions Holding IVE

# of Institutions

1,536

Shares Held

138M

Call Options Held

91.7K

Put Options Held

29.4K

Jpmorgan Chase & CO New York, NY

17M
Shares

$3.25 Billion
0.27% of portfolio
Envestnet Asset Management Inc

12.9M
Shares

$2.47 Billion
0.84% of portfolio
Morgan Stanley New York, NY

12.5M
Shares

$2.39 Billion
0.18% of portfolio
Bank Of America Corp Charlotte, NC

7.95M
Shares

$1.52 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

6.95M
Shares

$1.33 Billion
0.32% of portfolio

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

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