Level Wealth Management LLC Ishares S&P 500 Value ETF Transaction History
Level Wealth Management LLC
- $172 Billion
- Q2 2025
A detailed history of Level Wealth Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Level Wealth Management LLC holds 1,889 shares of IVE stock, worth $390,097. This represents 0.21% of its overall portfolio holdings.
Number of Shares
1,889Holding current value
$390,097% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,708Shares Held
166MCall Options Held
93.3KPut Options Held
41K-
Envestnet Asset Management Inc21MShares$4.33 Billion1.26% of portfolio
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Jpmorgan Chase & CO New York, NY17.8MShares$3.67 Billion0.27% of portfolio
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Morgan Stanley New York, NY14.1MShares$2.92 Billion0.19% of portfolio
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Bank Of America Corp Charlotte, NC8.32MShares$1.72 Billion0.12% of portfolio
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Lpl Financial LLC Fort Mill, SC7.91MShares$1.63 Billion0.55% of portfolio