Abundance Wealth Counselors Ishares S&P 500 Value ETF Transaction History

Abundance Wealth Counselors

$483 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 28, 2022	BUY	$147.46 - $159.06 $488,534 - $526,965	3,313 New	3,313 $516,000

Others Institutions Holding IVE

# of Institutions

1,529

Shares Held

139M

Call Options Held

91.7K

Put Options Held

29.4K

Jpmorgan Chase & CO New York, NY

17M
Shares

$3.51 Billion
0.28% of portfolio
Envestnet Asset Management Inc

12.9M
Shares

$2.67 Billion
0.84% of portfolio
Morgan Stanley New York, NY

12.5M
Shares

$2.58 Billion
0.18% of portfolio
Bank Of America Corp Charlotte, NC

7.95M
Shares

$1.64 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

6.95M
Shares

$1.43 Billion
0.32% of portfolio

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Abundance Wealth Counselors, based on Form 13F filings with the SEC.

News

Stay updated on Abundance Wealth Counselors with notifications on news.