Gladstone Institutional Advisory LLC Ishares S&P 500 Value ETF Transaction History
Gladstone Institutional Advisory LLC
- $1.81 Billion
- Q1 2024
A detailed history of Gladstone Institutional Advisory LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 93,780 shares of IVE stock, worth $17.1 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
93,780
Previous 91,489
2.5%
Holding current value
$17.1 Million
Previous $15.9 Million
10.12%
% of portfolio
0.97%
Previous 0.9%
Shares
31 transactions
Others Institutions Holding IVE
# of Institutions
1,420Shares Held
138MCall Options Held
124KPut Options Held
11.6K-
Jpmorgan Chase & CO New York, NY17.8MShares$3.24 Billion0.3% of portfolio
-
Morgan Stanley New York, NY12.2MShares$2.22 Billion0.19% of portfolio
-
Envestnet Asset Management Inc12MShares$2.18 Billion0.85% of portfolio
-
Bank Of America Corp Charlotte, NC7.81MShares$1.42 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.51MShares$1.37 Billion0.34% of portfolio