Quest Investment Management LLC Ishares S&P 500 Value ETF Transaction History
Quest Investment Management LLC
- $785 Million
- Q2 2025
A detailed history of Quest Investment Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Quest Investment Management LLC holds 150,813 shares of IVE stock, worth $31.1 Million. This represents 3.76% of its overall portfolio holdings.
Number of Shares
150,813
Previous 150,813
-0.0%
Holding current value
$31.1 Million
Previous $28.7 Million
2.54%
% of portfolio
3.76%
Previous 4.09%
Shares
4 transactions
Others Institutions Holding IVE
# of Institutions
1,709Shares Held
166MCall Options Held
93.3KPut Options Held
41K-
Envestnet Asset Management Inc21MShares$4.33 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.67 Billion0.27% of portfolio
-
Morgan Stanley New York, NY14.1MShares$2.92 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.32MShares$1.72 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.63 Billion0.55% of portfolio