Maxwell Wealth Strategies Inc. Ishares S&P 500 Value ETF Transaction History
Maxwell Wealth Strategies Inc.
- $204 Billion
- Q2 2024
A detailed history of Maxwell Wealth Strategies Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 16,916 shares of IVE stock, worth $3.32 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
16,916
Previous 16,384
3.25%
Holding current value
$3.32 Million
Previous $2.97 Billion
3.77%
% of portfolio
1.51%
Previous 1.5%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,448Shares 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$2.43 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.51 Billion0.34% of portfolio