Helium Advisors LLC Ishares S&P 500 Value ETF Transaction History

Helium Advisors LLC

$126 Billion
Q4 2024

A detailed history of Helium Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Helium Advisors LLC holds 5,008 shares of IVE stock, worth $994,488. This represents 0.76% of its overall portfolio holdings.

Number of Shares

5,008

Holding current value

$994,488

% of portfolio

0.76%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 18, 2025	BUY	$189.5 - $206.17 $949,016 - $1.03 Million	5,008 New	5,008 $956 Million

Others Institutions Holding IVE

# of Institutions

1,661

Shares Held

146M

Call Options Held

107K

Put Options Held

60.7K

Jpmorgan Chase & CO New York, NY

16.9M
Shares

$3.35 Billion
0.26% of portfolio
Envestnet Asset Management Inc

13.4M
Shares

$2.67 Billion
0.85% of portfolio
Morgan Stanley New York, NY

13M
Shares

$2.58 Billion
0.18% of portfolio
Bank Of America Corp Charlotte, NC

8.15M
Shares

$1.62 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

6.49M
Shares

$1.29 Billion
0.29% of portfolio

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Helium Advisors LLC Ishares S&P 500 Value ETF Transaction History