Investment Research & Advisory Group, Inc. Ishares S&P 500 Value ETF Transaction History
Investment Research & Advisory Group, Inc.
- $266 Million
- Q2 2025
A detailed history of Investment Research & Advisory Group, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Investment Research & Advisory Group, Inc. holds 2,555 shares of IVE stock, worth $522,727. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,555
Previous 2,545
0.39%
Holding current value
$522,727
Previous $485,000
2.89%
% of portfolio
0.19%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,711Shares Held
166MCall Options Held
93.3KPut Options Held
41K-
Envestnet Asset Management Inc21MShares$4.29 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.64 Billion0.27% of portfolio
-
Morgan Stanley New York, NY14.1MShares$2.89 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.32MShares$1.7 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.62 Billion0.55% of portfolio