Occidental Asset Management, LLC Ishares S&P 500 Value ETF Transaction History
Occidental Asset Management, LLC
- $530 Million
- Q1 2024
A detailed history of Occidental Asset Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Occidental Asset Management, LLC holds 81,147 shares of IVE stock, worth $14.8 Million. This represents 2.86% of its overall portfolio holdings.
Number of Shares
81,147
Previous 80,898
0.31%
Holding current value
$14.8 Million
Previous $14.1 Million
7.76%
% of portfolio
2.86%
Previous 2.94%
Shares
41 transactions
Others Institutions Holding IVE
# of Institutions
1,420Shares Held
138MCall Options Held
124KPut Options Held
11.6K-
Jpmorgan Chase & CO New York, NY17.8MShares$3.24 Billion0.3% of portfolio
-
Morgan Stanley New York, NY12.2MShares$2.22 Billion0.19% of portfolio
-
Envestnet Asset Management Inc12MShares$2.18 Billion0.85% of portfolio
-
Bank Of America Corp Charlotte, NC7.81MShares$1.42 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.51MShares$1.37 Billion0.34% of portfolio