Spectrum Planning & Advisory Services Inc. Ishares S&P 500 Value ETF Transaction History
Spectrum Planning & Advisory Services Inc.
- $113 Million
- Q4 2024
A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 21,028 shares of IVE stock, worth $3.97 Million. This represents 3.55% of its overall portfolio holdings.
Number of Shares
21,028
Previous 19,494
7.87%
Holding current value
$3.97 Million
Previous $3.84 Million
4.42%
% of portfolio
3.55%
Previous 3.82%
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,677Shares Held
146MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.18 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.54 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.54 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.22 Billion0.29% of portfolio