O'Connor Financial Group LLC Ishares S&P 500 Value ETF Transaction History
O'Connor Financial Group LLC
- $172 Billion
- Q2 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 27,114 shares of IVE stock, worth $5.32 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
27,114
Previous 27,513
1.45%
Holding current value
$5.32 Million
Previous $5.14 Billion
3.98%
% of portfolio
2.87%
Previous 3.06%
Shares
6 transactions
Others Institutions Holding IVE
# of Institutions
1,446Shares 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