Robinson Smith Wealth Advisors LLC Ishares S&P 500 Value ETF Transaction History
Robinson Smith Wealth Advisors LLC
- $114 Billion
- Q2 2024
A detailed history of Robinson Smith Wealth Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 2,689 shares of IVE stock, worth $522,365. This represents 0.43% of its overall portfolio holdings.
Number of Shares
2,689
Previous 2,689
-0.0%
Holding current value
$522,365
Previous $502 Million
2.57%
% of portfolio
0.43%
Previous 0.48%
Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,445Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.43 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.41 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.41 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.5 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.49 Billion0.34% of portfolio