Goal Vest Advisory LLC Ishares S&P 500 Value ETF Transaction History
Goal Vest Advisory LLC
- $352 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,694Shares Held
160MCall Options Held
124KPut Options Held
51.5K-
Envestnet Asset Management Inc18.6MShares$3.51 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.34 Billion0.27% of portfolio
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Morgan Stanley New York, NY13.8MShares$2.6 Billion0.19% of portfolio
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Bank Of America Corp Charlotte, NC8.58MShares$1.61 Billion0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC6.98MShares$1.31 Billion0.54% of portfolio