Syverson Strege & CO Ishares S&P 500 Value ETF Transaction History

Syverson Strege & CO

$277 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 03, 2021	BUY	$109.93 - $128.18 $19,237 - $22,431	175 New	175 $22,000

Others Institutions Holding IVE

# of Institutions

1,598

Shares Held

141M

Call Options Held

83.1K

Put Options Held

27.9K

Jpmorgan Chase & CO New York, NY

17M
Shares

$3.31 Billion
0.27% of portfolio
Envestnet Asset Management Inc

12.9M
Shares

$2.52 Billion
0.84% of portfolio
Morgan Stanley New York, NY

12.5M
Shares

$2.44 Billion
0.18% of portfolio
Bank Of America Corp Charlotte, NC

7.95M
Shares

$1.55 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

6.95M
Shares

$1.35 Billion
0.32% of portfolio

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

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