Bcu Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Bcu Wealth Advisors, LLC
- $168 Billion
- Q3 2024
A detailed history of Bcu Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Bcu Wealth Advisors, LLC holds 6,323 shares of IVE stock, worth $1.22 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
6,323
Previous 5,679
11.34%
Holding current value
$1.22 Million
Previous $1.03 Billion
20.61%
% of portfolio
0.74%
Previous 0.76%
Shares
3 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$3.28 Billion0.27% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.5 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.42 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.53 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.34 Billion0.32% of portfolio