Avantax Advisory Services, Inc. Ishares S&P 500 Value ETF Transaction History
Avantax Advisory Services, Inc.
- $14.9 Billion
- Q3 2024
A detailed history of Avantax Advisory Services, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 457,820 shares of IVE stock, worth $87.8 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
457,820
Previous 416,871
9.82%
Holding current value
$87.8 Million
Previous $75.9 Million
18.97%
% of portfolio
0.6%
Previous 0.55%
Shares
24 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$3.26 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.48 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.4 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.33 Billion0.32% of portfolio