Centricity Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History
Centricity Wealth Management, LLC
- $125 Billion
- Q2 2025
A detailed history of Centricity Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 176 shares of IVE stock, worth $35,180. This represents 0.03% of its overall portfolio holdings.
Number of Shares
176
Previous 176
-0.0%
Holding current value
$35,180
Previous $33.5 Million
2.54%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,710Shares Held
161MCall Options Held
124KPut Options Held
51.5K-
Envestnet Asset Management Inc18.6MShares$3.73 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.55 Billion0.27% of portfolio
-
Morgan Stanley New York, NY13.8MShares$2.76 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.58MShares$1.72 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.98MShares$1.39 Billion0.54% of portfolio