Milestone Asset Management, LLC Ishares S&P 500 Value ETF Transaction History
Milestone Asset Management, LLC
- $399 Billion
- Q2 2024
A detailed history of Milestone Asset Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Milestone Asset Management, LLC holds 3,228 shares of IVE stock, worth $633,172. This represents 0.15% of its overall portfolio holdings.
Number of Shares
3,228
Previous 12,944
75.06%
Holding current value
$633,172
Previous $2.42 Billion
75.7%
% of portfolio
0.15%
Previous 0.69%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,448Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.46 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.43 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.43 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.51 Billion0.34% of portfolio