Catalytic Wealth Ria, LLC Ishares S&P 500 Value ETF Transaction History
Catalytic Wealth Ria, LLC
- $507 Billion
- Q2 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 $363,503. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,825
Previous 1,888
3.34%
Holding current value
$363,503
Previous $353 Million
5.82%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,453Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.52 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.47 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.47 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.54 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.53 Billion0.34% of portfolio