Canvas Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Canvas Wealth Advisors, LLC
- $470 Million
- Q2 2025
A detailed history of Canvas Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 1,215 shares of IVE stock, worth $252,525. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,215
Previous 1,165
4.29%
Holding current value
$252,525
Previous $222,000
6.76%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,708Shares Held
166MCall Options Held
93.3KPut Options Held
41K-
Envestnet Asset Management Inc21MShares$4.36 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.69 Billion0.27% of portfolio
-
Morgan Stanley New York, NY14.1MShares$2.94 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.32MShares$1.73 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.64 Billion0.55% of portfolio