Cfs Investment Advisory Services, LLC Ishares S&P 500 Value ETF Transaction History
Cfs Investment Advisory Services, LLC
- $1.23 Billion
- Q3 2025
A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 34,238 shares of IVE stock, worth $7.18 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
34,238
Previous 34,973
2.1%
Holding current value
$7.18 Million
Previous $6.84 Million
3.44%
% of portfolio
0.57%
Previous 0.56%
Shares
9 transactions
Others Institutions Holding IVE
# of Institutions
1,765Shares 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