Falcon Wealth Planning Ishares S&P 500 Value ETF Call Options Transaction History

Falcon Wealth Planning

$798 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IVE

# of Institutions

1,470

Shares Held

141M

Call Options Held

105K

Put Options Held

10.8K

Jpmorgan Chase & CO New York, NY

17.7M
Shares

$3.46 Billion
0.28% of portfolio
Morgan Stanley New York, NY

12.4M
Shares

$2.43 Billion
0.18% of portfolio
Envestnet Asset Management Inc

12.4M
Shares

$2.43 Billion
0.8% of portfolio
Bank Of America Corp Charlotte, NC

7.72M
Shares

$1.51 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

7.68M
Shares

$1.5 Billion
0.34% of portfolio

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

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