Wealthgarden F.S. LLC Ishares S&P 500 Value ETF Transaction History
Wealthgarden F.S. LLC
- $107 Billion
- Q4 2024
A detailed history of Wealthgarden F.S. LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 2,199 shares of IVE stock, worth $432,367. This represents 0.39% of its overall portfolio holdings.
Number of Shares
2,199
Previous 1,772
24.1%
Holding current value
$432,367
Previous $349 Million
20.15%
% of portfolio
0.39%
Previous 0.34%
Shares
4 transactions
Others Institutions Holding IVE
# of Institutions
1,654Shares Held
145MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.31 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.64 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.56 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.6 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.28 Billion0.29% of portfolio