Okabena Investment Services Inc Ishares S&P 500 Value ETF Transaction History
Okabena Investment Services Inc
- $509 Million
- Q3 2025
A detailed history of Okabena Investment Services Inc transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Okabena Investment Services Inc holds 2,400 shares of IVE stock, worth $503,064. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,400
Previous 2,400
-0.0%
Holding current value
$503,064
Previous $469,000
5.54%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,767Shares 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