Southern Capital Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Southern Capital Advisors, LLC
- $164 Million
- Q1 2024
A detailed history of Southern Capital Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Southern Capital Advisors, LLC holds 14,400 shares of IVE stock, worth $2.65 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
14,400
Previous 13,891
3.66%
Holding current value
$2.65 Million
Previous $2.42 Million
11.39%
% of portfolio
1.64%
Previous 1.72%
Shares
10 transactions
Others Institutions Holding IVE
# of Institutions
1,419Shares Held
138MCall Options Held
124KPut Options Held
11.6K-
Jpmorgan Chase & CO New York, NY17.8MShares$3.27 Billion0.3% of portfolio
-
Morgan Stanley New York, NY12.2MShares$2.25 Billion0.19% of portfolio
-
Envestnet Asset Management Inc12MShares$2.2 Billion0.85% of portfolio
-
Bank Of America Corp Charlotte, NC7.81MShares$1.44 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.51MShares$1.38 Billion0.34% of portfolio