Caliber Wealth Management, LLC / Ks Ishares S&P 500 Value ETF Transaction History
Caliber Wealth Management, LLC / Ks
- $930 Billion
- Q2 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 29,872 shares of IVE stock, worth $6.11 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
29,872
Previous 26,803
11.45%
Holding current value
$6.11 Million
Previous $5.11 Billion
14.28%
% of portfolio
0.63%
Previous 0.7%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,714Shares Held
166MCall Options Held
93.3KPut Options Held
41K-
Envestnet Asset Management Inc21MShares$4.29 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.64 Billion0.27% of portfolio
-
Morgan Stanley New York, NY14.1MShares$2.89 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.32MShares$1.7 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.62 Billion0.55% of portfolio