Summit Asset Management, LLC Ishares S&P 500 Value ETF Transaction History
Summit Asset Management, LLC
- $900 Million
- Q4 2024
A detailed history of Summit Asset Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Summit Asset Management, LLC holds 4,495 shares of IVE stock, worth $892,617. This represents 0.1% of its overall portfolio holdings.
Number of Shares
4,495
Previous 4,746
5.29%
Holding current value
$892,617
Previous $935,000
8.24%
% of portfolio
0.1%
Previous 0.11%
Shares
22 transactions
Others Institutions Holding IVE
# of Institutions
1,660Shares Held
146MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.35 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.67 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.58 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.62 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.29 Billion0.29% of portfolio