Financial & Tax Architects, LLC Ishares S&P 500 Value ETF Transaction History

Financial & Tax Architects, LLC

$393 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$181.06 - $197.17 $207,132 - $225,562	1,144 New	1,144 $226 Million

Others Institutions Holding IVE

# of Institutions

1,576

Shares Held

140M

Call Options Held

83.1K

Put Options Held

27.9K

Jpmorgan Chase & CO New York, NY

17M
Shares

$3.34 Billion
0.27% of portfolio
Envestnet Asset Management Inc

12.9M
Shares

$2.54 Billion
0.84% of portfolio
Morgan Stanley New York, NY

12.5M
Shares

$2.46 Billion
0.18% of portfolio
Bank Of America Corp Charlotte, NC

7.95M
Shares

$1.56 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

6.95M
Shares

$1.36 Billion
0.32% of portfolio

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

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