Forte Capital LLC Ishares S&P 500 Value ETF Transaction History

Forte Capital LLC

$841 Million
Q3 2024

A detailed history of Forte Capital LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Forte Capital LLC holds 3,370 shares of IVE stock, worth $673,663. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,370

Holding current value

$673,663

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$181.06 - $197.17 $610,172 - $664,462	3,370 New	3,370 $664,000

Others Institutions Holding IVE

# of Institutions

1,529

Shares Held

139M

Call Options Held

91.7K

Put Options Held

29.4K

Jpmorgan Chase & CO New York, NY

17M
Shares

$3.4 Billion
0.28% of portfolio
Envestnet Asset Management Inc

12.9M
Shares

$2.59 Billion
0.84% of portfolio
Morgan Stanley New York, NY

12.5M
Shares

$2.5 Billion
0.18% of portfolio
Bank Of America Corp Charlotte, NC

7.95M
Shares

$1.59 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

6.95M
Shares

$1.39 Billion
0.32% of portfolio

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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