Lockerman Financial Group, Inc. Ishares S&P 500 Value ETF Transaction History
Lockerman Financial Group, Inc.
- $69.6 Million
- Q2 2025
A detailed history of Lockerman Financial Group, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Lockerman Financial Group, Inc. holds 1,568 shares of IVE stock, worth $311,687. This represents 0.44% of its overall portfolio holdings.
Number of Shares
1,568
Previous 1,182
32.66%
Holding current value
$311,687
Previous $225,000
36.0%
% of portfolio
0.44%
Previous 0.36%
Shares
2 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