Guardian Financial Partners, LLC Ishares S&P 500 Value ETF Transaction History
Guardian Financial Partners, LLC
- $181 Million
- Q3 2025
A detailed history of Guardian Financial Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Guardian Financial Partners, LLC holds 3,998 shares of IVE stock, worth $838,020. This represents 0.45% of its overall portfolio holdings.
Number of Shares
3,998
Previous 3,981
0.43%
Holding current value
$838,020
Previous $777,000
6.18%
% of portfolio
0.45%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,771Shares Held
169MCall 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