Pinnacle Family Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Pinnacle Family Advisors, LLC
- $183 Million
- Q4 2024
A detailed history of Pinnacle Family Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 16,700 shares of IVE stock, worth $2.96 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
16,700
Previous 17,193
2.87%
Holding current value
$2.96 Million
Previous $3.39 Million
5.96%
% of portfolio
1.74%
Previous 1.98%
Shares
27 transactions
Others Institutions Holding IVE
# of Institutions
1,679Shares Held
147MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$2.99 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.38 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.31 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.45 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.15 Billion0.29% of portfolio