Spectrum Planning & Advisory Services Inc. Ishares S&P 500 Value ETF Transaction History
Spectrum Planning & Advisory Services Inc.
- $101 Million
- Q3 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 19,494 shares of IVE stock, worth $3.76 Million. This represents 3.82% of its overall portfolio holdings.
Number of Shares
19,494
Previous 17,749
9.83%
Holding current value
$3.76 Million
Previous $3.23 Million
18.98%
% of portfolio
3.82%
Previous 3.2%
Shares
2 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$3.28 Billion0.27% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.5 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.42 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.53 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.34 Billion0.32% of portfolio