Robinson Smith Wealth Advisors LLC Ishares S&P 500 Value ETF Transaction History
Robinson Smith Wealth Advisors LLC
- $125 Billion
- Q2 2025
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 $555,305. This represents 0.42% of its overall portfolio holdings.
Number of Shares
2,689
Previous 2,689
-0.0%
Holding current value
$555,305
Previous $512 Million
2.54%
% of portfolio
0.42%
Previous 0.43%
Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,708Shares 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