4 J Wealth Management LLC Ishares S&P 500 Value ETF Transaction History
4 J Wealth Management LLC
- $105 Million
- Q4 2024
A detailed history of 4 J Wealth Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, 4 J Wealth Management LLC holds 2,464 shares of IVE stock, worth $483,362. This represents 0.45% of its overall portfolio holdings.
Number of Shares
2,464
Previous 2,464
-0.0%
Holding current value
$483,362
Previous $485,000
3.09%
% of portfolio
0.45%
Previous 0.43%
Shares
11 transactions
Others Institutions Holding IVE
# of Institutions
1,576Shares Held
140MCall Options Held
83.1KPut Options Held
27.9K-
Jpmorgan Chase & CO New York, NY17MShares$3.34 Billion0.27% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.54 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.56 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.36 Billion0.32% of portfolio