Falcon Wealth Planning Ishares S&P 500 Value ETF Transaction History
Falcon Wealth Planning
- $631 Million
- Q1 2024
A detailed history of Falcon Wealth Planning transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 21,179 shares of IVE stock, worth $3.85 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
21,179
Previous 21,391
0.99%
Holding current value
$3.85 Million
Previous $3.72 Million
6.37%
% of portfolio
0.63%
Previous 0.65%
Shares
14 transactions
Others Institutions Holding IVE
# of Institutions
1,423Shares 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