Valpey Financial Services, LLC Ishares S&P 500 Value ETF Transaction History
Valpey Financial Services, LLC
- $145 Billion
- Q2 2025
A detailed history of Valpey Financial Services, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Valpey Financial Services, LLC holds 2,985 shares of IVE stock, worth $593,358. This represents 0.4% of its overall portfolio holdings.
Number of Shares
2,985Holding current value
$593,358% of portfolio
0.4%Shares
1 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
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Jpmorgan Chase & CO New York, NY17.8MShares$3.53 Billion0.27% of portfolio
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Morgan Stanley New York, NY13.8MShares$2.75 Billion0.19% of portfolio
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Bank Of America Corp Charlotte, NC8.58MShares$1.71 Billion0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC7.91MShares$1.57 Billion0.55% of portfolio