Connectus Wealth, LLC Ishares S&P 500 Value ETF Transaction History
Connectus Wealth, LLC
- $4.37 Billion
- Q1 2024
A detailed history of Connectus Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Connectus Wealth, LLC holds 7,875 shares of IVE stock, worth $1.43 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,875
Previous 8,889
11.41%
Holding current value
$1.43 Million
Previous $1.55 Million
4.79%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding IVE
# of Institutions
1,422Shares Held
138MCall Options Held
124KPut Options Held
11.6K-
Jpmorgan Chase & CO New York, NY17.8MShares$3.23 Billion0.3% of portfolio
-
Morgan Stanley New York, NY12.2MShares$2.22 Billion0.19% of portfolio
-
Envestnet Asset Management Inc12MShares$2.17 Billion0.85% of portfolio
-
Bank Of America Corp Charlotte, NC7.81MShares$1.42 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.51MShares$1.36 Billion0.34% of portfolio