Rtd Financial Advisors, Inc. Ishares S&P 500 Value ETF Transaction History
Rtd Financial Advisors, Inc.
- $779 Million
- Q4 2024
A detailed history of Rtd Financial Advisors, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 75,758 shares of IVE stock, worth $14.9 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
75,758
Previous 77,094
1.73%
Holding current value
$14.9 Million
Previous $15.2 Million
4.87%
% of portfolio
1.86%
Previous 1.93%
Shares
13 transactions
Others Institutions Holding IVE
# of Institutions
1,635Shares Held
143MCall Options Held
83.1KPut Options Held
28K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.32 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.65 Billion0.85% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.47 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.61 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.28 Billion0.29% of portfolio