Dumont & Blake Investment Advisors LLC Ishares S&P 500 Value ETF Transaction History
Dumont & Blake Investment Advisors LLC
- $334 Million
- Q1 2025
A detailed history of Dumont & Blake Investment Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Dumont & Blake Investment Advisors LLC holds 10,757 shares of IVE stock, worth $1.91 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
10,757
Previous 10,752
0.05%
Holding current value
$1.91 Million
Previous $2.05 Million
1.07%
% of portfolio
0.61%
Previous 0.59%
Shares
13 transactions
Others Institutions Holding IVE
# of Institutions
1,679Shares Held
147MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$2.99 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.38 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.31 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.45 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.15 Billion0.29% of portfolio