Stone House Investment Management, LLC Ishares S&P 500 Value ETF Transaction History
Stone House Investment Management, LLC
- $517 Million
- Q2 2025
A detailed history of Stone House Investment Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Stone House Investment Management, LLC holds 128,796 shares of IVE stock, worth $25.6 Million. This represents 4.87% of its overall portfolio holdings.
Number of Shares
128,796
Previous 111,827
15.17%
Holding current value
$25.6 Million
Previous $21.3 Million
18.1%
% of portfolio
4.87%
Previous 4.41%
Shares
26 transactions
Others Institutions Holding IVE
# of Institutions
1,709Shares Held
165MCall Options Held
128KPut Options Held
50K-
Envestnet Asset Management Inc21MShares$4.17 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.53 Billion0.27% of portfolio
-
Morgan Stanley New York, NY13.8MShares$2.75 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.58MShares$1.71 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.57 Billion0.55% of portfolio