Fullcircle Wealth LLC Ishares S&P 500 Value ETF Transaction History
Fullcircle Wealth LLC
- $223 Billion
- Q3 2024
A detailed history of Fullcircle Wealth LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Fullcircle Wealth LLC holds 7,765 shares of IVE stock, worth $1.56 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
7,765
Previous 7,515
3.33%
Holding current value
$1.56 Million
Previous $1.4 Billion
9.24%
% of portfolio
0.69%
Previous 0.69%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,489Shares Held
141MCall Options Held
105KPut Options Held
10.8K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.54 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.6 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.49 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.55 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.54 Billion0.34% of portfolio