Sfi Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Sfi Advisors, LLC
- $148 Million
- Q3 2025
A detailed history of Sfi Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Sfi Advisors, LLC holds 30,196 shares of IVE stock, worth $6.33 Million. This represents 4.22% of its overall portfolio holdings.
Number of Shares
30,196
Previous 30,871
2.19%
Holding current value
$6.33 Million
Previous $6.03 Million
3.37%
% of portfolio
4.22%
Previous 4.39%
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,772Shares Held
169MCall Options Held
67.9KPut Options Held
38.7K-
Envestnet Asset Management Inc22.1MShares$4.64 Billion1.41% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$3.76 Billion0.24% of portfolio
-
Morgan Stanley New York, NY14.2MShares$2.98 Billion0.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.55MShares$1.79 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC8.4MShares$1.76 Billion0.12% of portfolio