Bay Harbor Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History
Bay Harbor Wealth Management, LLC
- $301 Million
- Q3 2024
A detailed history of Bay Harbor Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Bay Harbor Wealth Management, LLC holds 29,127 shares of IVE stock, worth $5.58 Million. This represents 1.91% of its overall portfolio holdings.
Number of Shares
29,127
Previous 28,542
2.05%
Holding current value
$5.58 Million
Previous $5.19 Million
10.55%
% of portfolio
1.91%
Previous 1.83%
Shares
8 transactions
Others Institutions Holding IVE
# of Institutions
1,532Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.26 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.48 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.4 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.33 Billion0.32% of portfolio