Bestgate Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Bestgate Wealth Advisors, LLC
- $48.2 Billion
- Q2 2025
A detailed history of Bestgate Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Bestgate Wealth Advisors, LLC holds 1,158 shares of IVE stock, worth $230,187. This represents 0.46% of its overall portfolio holdings.
Number of Shares
1,158
Previous 1,158
-0.0%
Holding current value
$230,187
Previous $221 Million
-0.0%
% of portfolio
0.46%
Previous 0.46%
Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,707Shares Held
163MCall Options Held
128KPut Options Held
51.5K-
Envestnet Asset Management Inc21MShares$4.17 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.53 Billion0.27% of portfolio
-
Morgan Stanley New York, NY13.8MShares$2.75 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.58MShares$1.71 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.57 Billion0.55% of portfolio