Madrona Financial Services, LLC Ishares S&P 500 Value ETF Transaction History
Madrona Financial Services, LLC
- $349 Million
- Q4 2024
A detailed history of Madrona Financial Services, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Madrona Financial Services, LLC holds 35,158 shares of IVE stock, worth $6.9 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
35,158
Previous 31,055
13.21%
Holding current value
$6.9 Million
Previous $6.12 Million
9.59%
% of portfolio
1.93%
Previous 1.81%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,667Shares Held
145MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.31 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.64 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.55 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.6 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.27 Billion0.29% of portfolio