Neumann Capital Management, LLC Ishares S&P 500 Value ETF Transaction History
Neumann Capital Management, LLC
- $301 Million
- Q4 2024
A detailed history of Neumann Capital Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Neumann Capital Management, LLC holds 11,415 shares of IVE stock, worth $2.24 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
11,415
Previous 10,405
9.71%
Holding current value
$2.24 Million
Previous $2.05 Million
6.19%
% of portfolio
0.72%
Previous 0.68%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,591Shares Held
139MCall Options Held
83.1KPut Options Held
27.9K-
Jpmorgan Chase & CO New York, NY17MShares$3.34 Billion0.27% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.54 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.56 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.37 Billion0.32% of portfolio