Aveo Capital Partners, LLC Ishares S&P 500 Value ETF Transaction History
Aveo Capital Partners, LLC
- $856 Million
- Q4 2024
A detailed history of Aveo Capital Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 2,052 shares of IVE stock, worth $405,085. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,052
Previous 1,977
3.79%
Holding current value
$405,085
Previous $389,000
0.51%
% of portfolio
0.05%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding IVE
# of Institutions
1,575Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.36 Billion0.27% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.55 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.47 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.57 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.37 Billion0.32% of portfolio