Lbmc Investment Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Lbmc Investment Advisors, LLC
- $1.26 Billion
- Q1 2025
A detailed history of Lbmc Investment Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Lbmc Investment Advisors, LLC holds 47,934 shares of IVE stock, worth $9.05 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
47,934
Previous 50,621
5.31%
Holding current value
$9.05 Million
Previous $9.66 Million
6.37%
% of portfolio
0.72%
Previous 0.77%
Shares
32 transactions
Others Institutions Holding IVE
# of Institutions
1,676Shares Held
146MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.18 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.54 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.54 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.22 Billion0.29% of portfolio