Xml Financial, LLC Ishares S&P 500 Value ETF Transaction History
Xml Financial, LLC
- $1.07 Billion
- Q3 2024
A detailed history of Xml Financial, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Xml Financial, LLC holds 1,838 shares of IVE stock, worth $356,130. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,838
Previous 1,834
0.22%
Holding current value
$356,130
Previous $333,000
8.71%
% of portfolio
0.03%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding IVE
# of Institutions
1,532Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.3 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.51 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.43 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.54 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.35 Billion0.32% of portfolio