Carbahal Olsen Financial Services Group, LLC Ishares S&P 500 Value ETF Transaction History
Carbahal Olsen Financial Services Group, LLC
- $125 Billion
- Q3 2025
A detailed history of Carbahal Olsen Financial Services Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Carbahal Olsen Financial Services Group, LLC holds 30,677 shares of IVE stock, worth $6.43 Million. This represents 5.08% of its overall portfolio holdings.
Number of Shares
30,677
Previous 30,803
0.41%
Holding current value
$6.43 Million
Previous $6.02 Billion
5.24%
% of portfolio
5.08%
Previous 5.13%
Shares
4 transactions
Others Institutions Holding IVE
# of Institutions
1,766Shares Held
168MCall Options Held
67.9KPut Options Held
38.7K-
Envestnet Asset Management Inc22.1MShares$4.64 Billion1.41% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$3.76 Billion0.24% of portfolio
-
Morgan Stanley New York, NY14.2MShares$2.98 Billion0.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.55MShares$1.79 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC8.4MShares$1.76 Billion0.12% of portfolio