Sequent Asset Management, LLC Ishares S&P 500 Value ETF Transaction History
Sequent Asset Management, LLC
- $118 Million
- Q2 2024
A detailed history of Sequent Asset Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Sequent Asset Management, LLC holds 14,383 shares of IVE stock, worth $2.72 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
14,383
Previous 14,409
0.18%
Holding current value
$2.72 Million
Previous $2.69 Million
2.75%
% of portfolio
2.22%
Previous 2.43%
Shares
6 transactions
Others Institutions Holding IVE
# of Institutions
1,422Shares Held
138MCall Options Held
124KPut Options Held
11.6K-
Jpmorgan Chase & CO New York, NY17.8MShares$3.37 Billion0.3% of portfolio
-
Morgan Stanley New York, NY12.2MShares$2.31 Billion0.19% of portfolio
-
Envestnet Asset Management Inc12MShares$2.27 Billion0.85% of portfolio
-
Bank Of America Corp Charlotte, NC7.81MShares$1.48 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.51MShares$1.42 Billion0.34% of portfolio