Sonoma Private Wealth LLC Ishares S&P 500 Value ETF Transaction History
Sonoma Private Wealth LLC
- $61.6 Billion
- Q2 2024
A detailed history of Sonoma Private Wealth LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 12,792 shares of IVE stock, worth $2.48 Million. This represents 3.78% of its overall portfolio holdings.
Number of Shares
12,792
Previous 12,946
1.19%
Holding current value
$2.48 Million
Previous $2.42 Billion
3.73%
% of portfolio
3.78%
Previous 3.89%
Shares
7 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$3.43 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.41 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.41 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.5 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.49 Billion0.34% of portfolio