Sfi Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Sfi Advisors, LLC
- $137 Million
- Q2 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 30,871 shares of IVE stock, worth $6.35 Million. This represents 4.39% of its overall portfolio holdings.
Number of Shares
30,871
Previous 32,542
5.13%
Holding current value
$6.35 Million
Previous $6.2 Million
2.73%
% of portfolio
4.39%
Previous 4.79%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,708Shares Held
166MCall Options Held
93.3KPut Options Held
41K-
Envestnet Asset Management Inc21MShares$4.32 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.66 Billion0.27% of portfolio
-
Morgan Stanley New York, NY14.1MShares$2.91 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.32MShares$1.71 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.63 Billion0.55% of portfolio