Archetype Wealth Partners Ishares S&P 500 Value ETF Transaction History
Archetype Wealth Partners
- $618 Million
- Q2 2024
A detailed history of Archetype Wealth Partners transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Archetype Wealth Partners holds 1,730 shares of IVE stock, worth $339,339. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,730
Previous 1,730
-0.0%
Holding current value
$339,339
Previous $323,000
2.48%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,445Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.46 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.43 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.43 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.51 Billion0.34% of portfolio