Founders Grove Wealth Partners, LLC Ishares S&P 500 Value ETF Transaction History
Founders Grove Wealth Partners, LLC
- $399 Billion
- Q2 2025
A detailed history of Founders Grove Wealth Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Founders Grove Wealth Partners, LLC holds 26,331 shares of IVE stock, worth $5.23 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
26,331
Previous 28,198
6.62%
Holding current value
$5.23 Million
Previous $5.37 Billion
4.25%
% of portfolio
1.29%
Previous 1.5%
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,707Shares Held
165MCall Options Held
128KPut Options Held
50K-
Envestnet Asset Management Inc21MShares$4.17 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.53 Billion0.27% of portfolio
-
Morgan Stanley New York, NY13.8MShares$2.75 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.58MShares$1.71 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.57 Billion0.55% of portfolio