Family Wealth Group, LLC Ishares S&P 500 Value ETF Transaction History
Family Wealth Group, LLC
- $92.4 Million
- Q2 2024
A detailed history of Family Wealth Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 1,808 shares of IVE stock, worth $353,879. This represents 0.36% of its overall portfolio holdings.
Number of Shares
1,808
Previous 1,858
2.69%
Holding current value
$353,879
Previous $347,000
5.19%
% of portfolio
0.36%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,445Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.46 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.43 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.42 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.51 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.5 Billion0.34% of portfolio