Life Plan Investment Advisors, Inc. Ishares S&P 500 Value ETF Transaction History
Life Plan Investment Advisors, Inc.
- $174 Billion
- Q1 2025
A detailed history of Life Plan Investment Advisors, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Life Plan Investment Advisors, Inc. holds 11,379 shares of IVE stock, worth $2.26 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
11,379
Previous 6,508
74.85%
Holding current value
$2.26 Million
Previous $1.24 Billion
74.57%
% of portfolio
1.25%
Previous 0.77%
Shares
5 transactions
Others Institutions Holding IVE
# of Institutions
1,708Shares Held
163MCall Options Held
128KPut Options Held
51.5K-
Envestnet Asset Management Inc21MShares$4.17 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.53 Billion0.27% of portfolio
-
Morgan Stanley New York, NY13.8MShares$2.75 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.58MShares$1.71 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.98MShares$1.39 Billion0.54% of portfolio