Soltis Investment Advisors LLC Ishares S&P 500 Value ETF Transaction History
Soltis Investment Advisors LLC
- $1.01 Billion
- Q3 2024
A detailed history of Soltis Investment Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 40,017 shares of IVE stock, worth $7.67 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
40,017
Previous 39,471
1.38%
Holding current value
$7.67 Million
Previous $7.18 Million
9.83%
% of portfolio
0.78%
Previous 0.76%
Shares
20 transactions
Others Institutions Holding IVE
# of Institutions
1,532Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.26 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.48 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.4 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.33 Billion0.32% of portfolio