United Capital Financial Advisers, LLC Ishares S&P 500 Value ETF Transaction History
United Capital Financial Advisers, LLC
- $11.5 Billion
- Q2 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 362,558 shares of IVE stock, worth $71.1 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
362,558
Previous 371,351
2.37%
Holding current value
$71.1 Million
Previous $69.4 Million
4.88%
% of portfolio
0.57%
Previous 0.58%
Shares
30 transactions
Others Institutions Holding IVE
# of Institutions
1,448Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.46 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.43 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.43 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.51 Billion0.34% of portfolio