Balboa Wealth Partners Ishares S&P 500 Value ETF Transaction History
Balboa Wealth Partners
- $369 Million
- Q2 2024
A detailed history of Balboa Wealth Partners transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 1,173 shares of IVE stock, worth $224,312. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,173
Previous 6,701
82.5%
Holding current value
$224,312
Previous $1.25 Million
82.97%
% of portfolio
0.06%
Previous 0.4%
Shares
8 transactions
Others Institutions Holding IVE
# of Institutions
1,447Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.38 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.37 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.37 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.48 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.47 Billion0.34% of portfolio