Nvest Financial, LLC Ishares S&P 500 Value ETF Transaction History
Nvest Financial, LLC
- $187 Million
- Q4 2024
A detailed history of Nvest Financial, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Nvest Financial, LLC holds 40,149 shares of IVE stock, worth $7.88 Million. This represents 4.1% of its overall portfolio holdings.
Number of Shares
40,149
Previous 38,934
3.12%
Holding current value
$7.88 Million
Previous $7.68 Million
0.17%
% of portfolio
4.1%
Previous 4.54%
Shares
12 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