Brass Tax Wealth Management, Inc Ishares S&P 500 Value ETF Transaction History

Brass Tax Wealth Management, Inc

$278 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jul 31, 2024	BUY	$171.09 - $186.81 $13.1 Million - $14.3 Million	76,303 New	76,303 $14.3 Billion

Others Institutions Holding IVE

# of Institutions

1,529

Shares Held

139M

Call Options Held

91.7K

Put Options Held

29.4K

Jpmorgan Chase & CO New York, NY

17M
Shares

$3.47 Billion
0.28% of portfolio
Envestnet Asset Management Inc

12.9M
Shares

$2.63 Billion
0.84% of portfolio
Morgan Stanley New York, NY

12.5M
Shares

$2.55 Billion
0.18% of portfolio
Bank Of America Corp Charlotte, NC

7.95M
Shares

$1.62 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

6.95M
Shares

$1.41 Billion
0.32% of portfolio

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

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