Clearview Wealth Advisors LLC Ishares S&P 500 Value ETF Transaction History
Clearview Wealth Advisors LLC
- $130 Million
- Q4 2024
A detailed history of Clearview Wealth Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 7,125 shares of IVE stock, worth $1.36 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
7,125
Previous 6,966
2.28%
Holding current value
$1.36 Million
Previous $1.37 Million
0.95%
% of portfolio
1.05%
Previous 1.07%
Shares
6 transactions
Others Institutions Holding IVE
# of Institutions
1,673Shares Held
146MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.21 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.56 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.48 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.55 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.24 Billion0.29% of portfolio