Baldrige Asset Management LLC Ishares S&P 500 Value ETF Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
A detailed history of Baldrige Asset Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Baldrige Asset Management LLC holds 9,458 shares of IVE stock, worth $1.83 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
9,458
Previous 9,504
0.48%
Holding current value
$1.83 Million
Previous $1.38 Million
4.06%
% of portfolio
0.59%
Previous 0.61%
Shares
17 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$3.3 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.51 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.43 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.54 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.35 Billion0.32% of portfolio