Instrumental Wealth, LLC Ishares S&P 500 Value ETF Transaction History
Instrumental Wealth, LLC
- $230 Billion
- Q1 2024
A detailed history of Instrumental Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Instrumental Wealth, LLC holds 48,823 shares of IVE stock, worth $9.14 Million. This represents 3.87% of its overall portfolio holdings.
Number of Shares
48,823
Previous 58,320
16.28%
Holding current value
$9.14 Million
Previous $10.1 Billion
11.85%
% of portfolio
3.87%
Previous 10.9%
Shares
5 transactions
Others Institutions Holding IVE
# of Institutions
1,413Shares Held
138MCall Options Held
124KPut Options Held
11.6K-
Jpmorgan Chase & CO New York, NY17.8MShares$3.33 Billion0.3% of portfolio
-
Morgan Stanley New York, NY12.2MShares$2.29 Billion0.19% of portfolio
-
Envestnet Asset Management Inc12MShares$2.24 Billion0.85% of portfolio
-
Bank Of America Corp Charlotte, NC7.81MShares$1.46 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.51MShares$1.41 Billion0.34% of portfolio