Evoke Wealth, LLC Ishares S&P 500 Value ETF Transaction History
Evoke Wealth, LLC
- $4.37 Trillion
- Q2 2025
A detailed history of Evoke Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Evoke Wealth, LLC holds 246,849 shares of IVE stock, worth $49.1 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
246,849
Previous 242,324
1.87%
Holding current value
$49.1 Million
Previous $46.2 Billion
4.45%
% of portfolio
1.1%
Previous 1.21%
Shares
21 transactions
Others Institutions Holding IVE
# of Institutions
1,703Shares Held
166MCall Options Held
93.3KPut Options Held
41K-
Envestnet Asset Management Inc21MShares$4.17 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.53 Billion0.27% of portfolio
-
Morgan Stanley New York, NY14.1MShares$2.81 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.32MShares$1.65 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.57 Billion0.55% of portfolio