Neumann Capital Management, LLC Ishares S&P 500 Value ETF Transaction History
Neumann Capital Management, LLC
- $301 Million
- Q4 2024
A detailed history of Neumann Capital Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Neumann Capital Management, LLC holds 11,415 shares of IVE stock, worth $2.16 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
11,415
Previous 10,405
9.71%
Holding current value
$2.16 Million
Previous $2.05 Million
6.19%
% of portfolio
0.72%
Previous 0.68%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,671Shares Held
146MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.18 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.54 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.54 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.22 Billion0.29% of portfolio