Catalytic Wealth Ria, LLC Ishares S&P 500 Value ETF Transaction History
Catalytic Wealth Ria, LLC
- $573 Billion
- Q3 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 1,825 shares of IVE stock, worth $345,837. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,825
Previous 1,825
-0.0%
Holding current value
$345,837
Previous $332 Million
8.33%
% of portfolio
0.06%
Previous 0.07%
Shares
2 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$3.23 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.45 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.37 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.51 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.32 Billion0.32% of portfolio