Regimen Wealth, LLC Ishares S&P 500 Value ETF Transaction History

Regimen Wealth, LLC

$290 Billion
Q2 2024

A detailed history of Regimen Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Regimen Wealth, LLC holds 7,729 shares of IVE stock, worth $1.55 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

7,729

Holding current value

$1.55 Million

% of portfolio

0.48%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$176.58 - $186.7 $1.36 Million - $1.44 Million	7,729 New	7,729 $1.41 Billion

Others Institutions Holding IVE

# of Institutions

1,489

Shares Held

141M

Call Options Held

105K

Put Options Held

10.8K

Jpmorgan Chase & CO New York, NY

17M
Shares

$3.41 Billion
0.28% of portfolio
Envestnet Asset Management Inc

12.9M
Shares

$2.6 Billion
0.84% of portfolio
Morgan Stanley New York, NY

12.4M
Shares

$2.49 Billion
0.18% of portfolio
Bank Of America Corp Charlotte, NC

7.72M
Shares

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

7.68M
Shares

$1.54 Billion
0.34% of portfolio

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Regimen Wealth, LLC Ishares S&P 500 Value ETF Transaction History