Avitas Wealth Management LLC Ishares S&P 500 Value ETF Transaction History
Avitas Wealth Management LLC
- $674 Million
- Q2 2024
A detailed history of Avitas Wealth Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Avitas Wealth Management LLC holds 64,131 shares of IVE stock, worth $12.6 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
64,131
Previous 64,124
0.01%
Holding current value
$12.6 Million
Previous $12 Million
2.56%
% of portfolio
1.73%
Previous 1.84%
Shares
8 transactions
Others Institutions Holding IVE
# of Institutions
1,448Shares 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