Forte Asset Management LLC Ishares S&P 500 Value ETF Transaction History
Forte Asset Management LLC
- $194 Million
- Q1 2025
A detailed history of Forte Asset Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Forte Asset Management LLC holds 56,506 shares of IVE stock, worth $11.1 Million. This represents 5.54% of its overall portfolio holdings.
Number of Shares
56,506
Previous 48,736
15.94%
Holding current value
$11.1 Million
Previous $9.3 Million
15.76%
% of portfolio
5.54%
Previous 5.05%
Shares
5 transactions
Others Institutions Holding IVE
# of Institutions
1,698Shares Held
160MCall Options Held
124KPut Options Held
51.5K-
Envestnet Asset Management Inc18.6MShares$3.68 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.51 Billion0.27% of portfolio
-
Morgan Stanley New York, NY13.8MShares$2.73 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.58MShares$1.69 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.98MShares$1.38 Billion0.54% of portfolio