Francis Financial, Inc. Ishares S&P 500 Value ETF Transaction History
Francis Financial, Inc.
- $354 Million
- Q1 2025
A detailed history of Francis Financial, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Francis Financial, Inc. holds 1,710 shares of IVE stock, worth $313,665. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,710
Previous 1,710
-0.0%
Holding current value
$313,665
Previous $326,000
0.31%
% of portfolio
0.09%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding IVE
# of Institutions
1,700Shares Held
160MCall Options Held
124KPut Options Held
51.5K-
Envestnet Asset Management Inc18.6MShares$3.42 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.26 Billion0.27% of portfolio
-
Morgan Stanley New York, NY13.8MShares$2.53 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.58MShares$1.57 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.98MShares$1.28 Billion0.54% of portfolio