Caliber Wealth Management, LLC / Ks Ishares S&P 500 Value ETF Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 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 26,803 shares of IVE stock, worth $5.1 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
26,803Holding current value
$5.1 Million% of portfolio
0.7%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,696Shares Held
160MCall Options Held
124KPut Options Held
51.5K-
Envestnet Asset Management Inc18.6MShares$3.55 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.38 Billion0.27% of portfolio
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Morgan Stanley New York, NY13.8MShares$2.63 Billion0.19% of portfolio
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Bank Of America Corp Charlotte, NC8.58MShares$1.63 Billion0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC6.98MShares$1.33 Billion0.54% of portfolio