Balboa Wealth Partners Ishares S&P 500 Value ETF Transaction History
Balboa Wealth Partners
- $310 Million
- Q1 2024
A detailed history of Balboa Wealth Partners transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 6,701 shares of IVE stock, worth $1.27 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
6,701
Previous 6,629
1.09%
Holding current value
$1.27 Million
Previous $1.15 Million
8.59%
% of portfolio
0.4%
Previous 0.39%
Shares
7 transactions
Others Institutions Holding IVE
# of Institutions
1,423Shares Held
138MCall Options Held
124KPut Options Held
11.6K-
Jpmorgan Chase & CO New York, NY17.8MShares$3.37 Billion0.3% of portfolio
-
Morgan Stanley New York, NY12.2MShares$2.31 Billion0.19% of portfolio
-
Envestnet Asset Management Inc12MShares$2.26 Billion0.85% of portfolio
-
Bank Of America Corp Charlotte, NC7.81MShares$1.48 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.51MShares$1.42 Billion0.34% of portfolio