Flagship Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Flagship Wealth Advisors, LLC
- $265 Billion
- Q2 2025
A detailed history of Flagship Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Flagship Wealth Advisors, LLC holds 13,183 shares of IVE stock, worth $2.72 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
13,183
Previous 14,084
6.4%
Holding current value
$2.72 Million
Previous $2.68 Billion
4.02%
% of portfolio
0.97%
Previous 1.13%
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,709Shares Held
166MCall Options Held
93.3KPut Options Held
41K-
Envestnet Asset Management Inc21MShares$4.33 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.67 Billion0.27% of portfolio
-
Morgan Stanley New York, NY14.1MShares$2.92 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.32MShares$1.72 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.63 Billion0.55% of portfolio