Savvy Advisors, Inc. Ishares S&P 500 Value ETF Transaction History
Savvy Advisors, Inc.
- $974 Million
- Q1 2025
A detailed history of Savvy Advisors, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Savvy Advisors, Inc. holds 6,482 shares of IVE stock, worth $1.24 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,482
Previous 3,427
89.15%
Holding current value
$1.24 Million
Previous $654,000
88.84%
% of portfolio
0.13%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding IVE
# of Institutions
1,696Shares Held
160MCall Options Held
124KPut Options Held
51.5K-
Envestnet Asset Management Inc18.6MShares$3.55 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.39 Billion0.27% of portfolio
-
Morgan Stanley New York, NY13.8MShares$2.63 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.58MShares$1.64 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.98MShares$1.33 Billion0.54% of portfolio