Fiscal Wisdom Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History
Fiscal Wisdom Wealth Management, LLC
- $106 Billion
- Q3 2025
A detailed history of Fiscal Wisdom Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Fiscal Wisdom Wealth Management, LLC holds 1,419 shares of IVE stock, worth $295,010. This represents 0.28% of its overall portfolio holdings.
Number of Shares
1,419Holding current value
$295,010% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,747Shares Held
168MCall Options Held
93.3KPut Options Held
41K-
Envestnet Asset Management Inc22.1MShares$4.6 Billion1.41% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$3.73 Billion0.24% of portfolio
-
Morgan Stanley New York, NY14.1MShares$2.94 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.32MShares$1.73 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.64 Billion0.55% of portfolio