Barnes Wealth Management Group, Inc Ishares S&P 500 Value ETF Transaction History
Barnes Wealth Management Group, Inc
- $149 Billion
- Q4 2024
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 14,989 shares of IVE stock, worth $2.75 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
14,989Holding current value
$2.75 Million% of portfolio
1.92%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,696Shares Held
158MCall Options Held
107KPut Options Held
60.6K-
Envestnet Asset Management Inc18.6MShares$3.42 Billion1.19% of portfolio
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Jpmorgan Chase & CO New York, NY17.8MShares$3.26 Billion0.27% of portfolio
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Morgan Stanley New York, NY13MShares$2.39 Billion0.18% of portfolio
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Bank Of America Corp Charlotte, NC8.15MShares$1.49 Billion0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC6.98MShares$1.28 Billion0.54% of portfolio