Patriot Financial Group Insurance Agency, LLC Ishares S&P 500 Value ETF Transaction History
Patriot Financial Group Insurance Agency, LLC
- $706 Million
- Q3 2025
A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 14,807 shares of IVE stock, worth $3 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
14,807
Previous 112,496
86.84%
Holding current value
$3 Million
Previous $22 Million
86.09%
% of portfolio
0.43%
Previous 2.76%
Shares
27 transactions
Others Institutions Holding IVE
# of Institutions
1,710Shares Held
166MCall Options Held
93.3KPut Options Held
41K-
Envestnet Asset Management Inc21MShares$4.25 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.6 Billion0.27% of portfolio
-
Morgan Stanley New York, NY14.1MShares$2.86 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.32MShares$1.69 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.6 Billion0.55% of portfolio