Clientfirst Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History
Clientfirst Wealth Management, LLC
- $87.5 Million
- Q1 2025
A detailed history of Clientfirst Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 4,066 shares of IVE stock, worth $811,980. This represents 0.88% of its overall portfolio holdings.
Number of Shares
4,066
Previous 4,066
-0.0%
Holding current value
$811,980
Previous $776,000
0.26%
% of portfolio
0.88%
Previous 0.79%
Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,714Shares Held
161MCall Options Held
124KPut Options Held
51.5K-
Envestnet Asset Management Inc18.6MShares$3.72 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$1.71 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.98MShares$1.39 Billion0.54% of portfolio