Lutz Financial Services LLC Ishares S&P 500 Value ETF Transaction History
Lutz Financial Services LLC
- $1.23 Billion
- Q3 2024
A detailed history of Lutz Financial Services LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 118,424 shares of IVE stock, worth $22.3 Million. This represents 1.9% of its overall portfolio holdings.
Number of Shares
118,424
Previous 119,308
0.74%
Holding current value
$22.3 Million
Previous $21.7 Million
7.52%
% of portfolio
1.9%
Previous 1.89%
Shares
28 transactions
Others Institutions Holding IVE
# of Institutions
1,537Shares Held
138MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.2 Billion0.27% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.44 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.36 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.5 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.31 Billion0.32% of portfolio