Kmg Fiduciary Partners, LLC Ishares S&P 500 Value ETF Transaction History
Kmg Fiduciary Partners, LLC
- $1.01 Billion
- Q2 2024
A detailed history of Kmg Fiduciary Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 72,959 shares of IVE stock, worth $14.3 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
72,959
Previous 72,838
0.17%
Holding current value
$14.3 Million
Previous $13.6 Million
2.4%
% of portfolio
1.31%
Previous 1.41%
Shares
7 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$3.47 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.44 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.43 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.51 Billion0.34% of portfolio