Forefront Wealth Partners, LLC Ishares S&P 500 Value ETF Transaction History
Forefront Wealth Partners, LLC
- $147 Billion
- Q1 2025
A detailed history of Forefront Wealth Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Forefront Wealth Partners, LLC holds 8,416 shares of IVE stock, worth $1.64 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
8,416
Previous 8,965
6.12%
Holding current value
$1.64 Million
Previous $1.71 Billion
6.27%
% of portfolio
1.09%
Previous 1.28%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,696Shares Held
160MCall Options Held
124KPut Options Held
51.5K-
Envestnet Asset Management Inc18.6MShares$3.62 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.45 Billion0.27% of portfolio
-
Morgan Stanley New York, NY13.8MShares$2.69 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.58MShares$1.67 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.98MShares$1.36 Billion0.54% of portfolio