Jackson, Grant Investment Advisers, Inc. Ishares S&P 500 Value ETF Transaction History
Jackson, Grant Investment Advisers, Inc.
- $243 Million
- Q1 2024
A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 3,362 shares of IVE stock, worth $610,270. This represents 0.26% of its overall portfolio holdings.
Number of Shares
3,362
Previous 3,347
0.45%
Holding current value
$610,270
Previous $582,000
7.9%
% of portfolio
0.26%
Previous 0.26%
Shares
27 transactions
Others Institutions Holding IVE
# of Institutions
1,422Shares Held
138MCall Options Held
124KPut Options Held
11.6K-
Jpmorgan Chase & CO New York, NY17.8MShares$3.23 Billion0.3% of portfolio
-
Morgan Stanley New York, NY12.2MShares$2.22 Billion0.19% of portfolio
-
Envestnet Asset Management Inc12MShares$2.17 Billion0.85% of portfolio
-
Bank Of America Corp Charlotte, NC7.81MShares$1.42 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.51MShares$1.36 Billion0.34% of portfolio