Zimmermann Investment Management & Planning LLC Ishares S&P 500 Value ETF Transaction History
Zimmermann Investment Management & Planning LLC
- $282 Million
- Q2 2024
A detailed history of Zimmermann Investment Management & Planning LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 12,162 shares of IVE stock, worth $2.39 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
12,162
Previous 13,471
9.72%
Holding current value
$2.39 Million
Previous $2.52 Million
12.04%
% of portfolio
0.79%
Previous 0.96%
Shares
3 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$3.47 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.44 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