Maia Wealth LLC Ishares S&P 500 Value ETF Transaction History
Maia Wealth LLC
- $405 Billion
- Q3 2024
A detailed history of Maia Wealth LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Maia Wealth LLC holds 24,473 shares of IVE stock, worth $4.98 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
24,473
Previous 21,075
16.12%
Holding current value
$4.98 Million
Previous $3.93 Billion
23.14%
% of portfolio
1.2%
Previous 1.18%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,529Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.47 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.63 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.55 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.62 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.41 Billion0.32% of portfolio