Strategies Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Strategies Wealth Advisors, LLC
- $650 Billion
- Q1 2024
A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 12,898 shares of IVE stock, worth $2.34 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
12,898
Previous 12,704
1.53%
Holding current value
$2.34 Million
Previous $2.21 Billion
9.07%
% of portfolio
0.37%
Previous 0.38%
Shares
9 transactions
Others Institutions Holding IVE
# of Institutions
1,422Shares Held
138MCall Options Held
124KPut Options Held
11.6K-
Jpmorgan Chase & CO New York, NY17.8MShares$3.23 Billion0.3% of portfolio
-
Morgan Stanley New York, NY12.2MShares$2.22 Billion0.19% of portfolio
-
Envestnet Asset Management Inc12MShares$2.17 Billion0.85% of portfolio
-
Bank Of America Corp Charlotte, NC7.81MShares$1.42 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.51MShares$1.36 Billion0.34% of portfolio