O'Connor Financial Group LLC Ishares S&P 500 Value ETF Transaction History
O'Connor Financial Group LLC
- $191 Billion
- Q4 2024
A detailed history of O'Connor Financial Group LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, O'Connor Financial Group LLC holds 24,799 shares of IVE stock, worth $4.88 Million. This represents 2.47% of its overall portfolio holdings.
Number of Shares
24,799
Previous 25,928
4.35%
Holding current value
$4.88 Million
Previous $5.11 Billion
7.41%
% of portfolio
2.47%
Previous 2.69%
Shares
8 transactions
Others Institutions Holding IVE
# of Institutions
1,650Shares Held
145MCall Options Held
88.8KPut Options Held
36.5K-
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$2.56 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.6 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.28 Billion0.29% of portfolio