Stone Asset Management Inc. Ishares S&P 500 Value ETF Transaction History
Stone Asset Management Inc.
- $62.6 Million
- Q1 2023
A detailed history of Stone Asset Management Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Stone Asset Management Inc. holds 30,025 shares of IVE stock, worth $5.79 Million. This represents 7.28% of its overall portfolio holdings.
Number of Shares
30,025
Previous 71,248
57.86%
Holding current value
$5.79 Million
Previous $10.3 Million
55.92%
% of portfolio
7.28%
Previous 6.42%
Shares
6 transactions
Others Institutions Holding IVE
# of Institutions
1,447Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.41 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.39 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.39 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.49 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.48 Billion0.34% of portfolio