Jackson, Grant Investment Advisers, Inc. Ishares S&P 500 Value ETF Transaction History
Jackson, Grant Investment Advisers, Inc.
- $257 Million
- Q4 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 3,415 shares of IVE stock, worth $648,235. This represents 0.25% of its overall portfolio holdings.
Number of Shares
3,415
Previous 3,397
0.53%
Holding current value
$648,235
Previous $669,000
2.69%
% of portfolio
0.25%
Previous 0.25%
Shares
30 transactions
Others Institutions Holding IVE
# of Institutions
1,674Shares Held
146MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.2 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.55 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.47 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.55 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.23 Billion0.29% of portfolio