Hoxton Planning & Management, LLC Ishares S&P 500 Value ETF Transaction History
Hoxton Planning & Management, LLC
- $256 Million
- Q3 2024
A detailed history of Hoxton Planning & Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 16,822 shares of IVE stock, worth $3.24 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
16,822
Previous 15,049
11.78%
Holding current value
$3.24 Million
Previous $2.74 Million
21.07%
% of portfolio
1.3%
Previous 1.28%
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,532Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.28 Billion0.27% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.5 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.42 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.53 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.34 Billion0.32% of portfolio