Mcmorgan & CO LLC Ishares S&P 500 Value ETF Transaction History

Mcmorgan & CO LLC

$591 Million
Q1 2025

A detailed history of Mcmorgan & CO LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Mcmorgan & CO LLC holds 85,362 shares of IVE stock, worth $16.3 Million. This represents 2.75% of its overall portfolio holdings.

Number of Shares

85,362

Holding current value

$16.3 Million

% of portfolio

2.75%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$185.78 - $198.58 $15.9 Million - $17 Million	85,362 New	85,362 $16.3 Million

Others Institutions Holding IVE

# of Institutions

1,696

Shares Held

160M

Call Options Held

124K

Put Options Held

51.5K

Envestnet Asset Management Inc

18.6M
Shares

$3.55 Billion
1.19% of portfolio
Jpmorgan Chase & CO New York, NY

17.8M
Shares

$3.39 Billion
0.27% of portfolio
Morgan Stanley New York, NY

13.8M
Shares

$2.63 Billion
0.19% of portfolio
Bank Of America Corp Charlotte, NC

8.58M
Shares

$1.64 Billion
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

6.98M
Shares

$1.33 Billion
0.54% of portfolio

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mcmorgan & CO LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mcmorgan & CO LLC with notifications on news.

Account