Nomura Asset Management
IVE icon

Nomura Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Nomura Asset Management’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-100
Closed -$17.4K – 1663
2023
Q4 		$17.4K Hold
100
– – ﹤0.01% 1403
2023
Q3 		$15.4K Hold
100
– – ﹤0.01% 1412
2023
Q2 		$16.1K Hold
100
– – ﹤0.01% 1437
2023
Q1 		$15.2K Hold
100
– – ﹤0.01% 1440
2022
Q4 		$14.5K Hold
100
– – ﹤0.01% 1399
2022
Q3 		$12.9K Sell
100
-24,100
-100% -$3.41M ﹤0.01% 1426
2022
Q2 		$8.46M Buy
24,200
+24,100
+24,100% +$3.56M 0.05% 334
2022
Q1 		$15.6K Buy
+100
New +$15.4K ﹤0.01% 1485
2021
Q2 		– Sell
-72,778
Closed -$10.3M – 1134
2021
Q1 		$10.3M Buy
+72,778
New +$9.8M 0.07% 295
2019
Q1 		– Sell
-4,980
Closed -$504K – 986
2018
Q4 		$504K Hold
4,980
– – 0.01% 813
2018
Q3 		$577K Buy
+4,980
New +$572K 0.01% 825

Other funds holding IVE

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return