Barnes Wealth Management Group, Inc Ishares S&P 500 Value ETF Transaction History
Barnes Wealth Management Group, Inc
- $169 Billion
- Q2 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 21,657 shares of IVE stock, worth $4.45 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
21,657
Previous 20,107
7.71%
Holding current value
$4.45 Million
Previous $3.83 Billion
10.44%
% of portfolio
2.5%
Previous 2.46%
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,708Shares Held
166MCall Options Held
93.3KPut Options Held
41K-
Envestnet Asset Management Inc21MShares$4.32 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.66 Billion0.27% of portfolio
-
Morgan Stanley New York, NY14.1MShares$2.91 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.32MShares$1.71 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.63 Billion0.55% of portfolio