Investment Advisory Group, LLC Ishares S&P 500 Value ETF Transaction History
Investment Advisory Group, LLC
- $254 Million
- Q2 2024
A detailed history of Investment Advisory Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Investment Advisory Group, LLC holds 13,975 shares of IVE stock, worth $2.7 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
13,975
Previous 11,009
26.94%
Holding current value
$2.7 Million
Previous $2.06 Million
23.69%
% of portfolio
1.0%
Previous 0.86%
Shares
11 transactions
Others Institutions Holding IVE
# of Institutions
1,447Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.41 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.39 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.39 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.49 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.48 Billion0.34% of portfolio