Forum Private Client Group LLC Ishares S&P 500 Value ETF Transaction History
Forum Private Client Group LLC
- $210 Billion
- Q2 2024
A detailed history of Forum Private Client Group LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Forum Private Client Group LLC holds 5,497 shares of IVE stock, worth $1.08 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
5,497
Previous 5,614
2.08%
Holding current value
$1.08 Million
Previous $1.05 Billion
4.6%
% of portfolio
0.48%
Previous 0.51%
Shares
9 transactions
Others Institutions Holding IVE
# of Institutions
1,445Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.46 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.43 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.43 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.51 Billion0.34% of portfolio