True Link Financial Advisors, LLC Ishares S&P 500 Value ETF Transaction History
True Link Financial Advisors, LLC
- $1.55 Billion
- Q3 2025
A detailed history of True Link Financial Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 1,513 shares of IVE stock, worth $317,139. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,513
Previous 2,128
28.9%
Holding current value
$317,139
Previous $415,000
24.82%
% of portfolio
0.02%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding IVE
# of Institutions
1,766Shares Held
168MCall Options Held
67.9KPut Options Held
38.7K-
Envestnet Asset Management Inc22.1MShares$4.64 Billion1.41% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$3.76 Billion0.24% of portfolio
-
Morgan Stanley New York, NY14.2MShares$2.98 Billion0.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.55MShares$1.79 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC8.4MShares$1.76 Billion0.12% of portfolio