Kelly Financial Services LLC Ishares S&P 500 Value ETF Transaction History
Kelly Financial Services LLC
- $258 Million
- Q3 2024
A detailed history of Kelly Financial Services LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Kelly Financial Services LLC holds 31,960 shares of IVE stock, worth $6.26 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
31,960
Previous 31,377
1.86%
Holding current value
$6.26 Million
Previous $5.71 Million
10.35%
% of portfolio
2.44%
Previous 2.13%
Shares
14 transactions
Others Institutions Holding IVE
# of Institutions
1,470Shares Held
141MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.46 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.43 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.43 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.51 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.5 Billion0.34% of portfolio