Form Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Form Wealth Advisors, LLC
- $736 Billion
- Q1 2025
A detailed history of Form Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Form Wealth Advisors, LLC holds 16,048 shares of IVE stock, worth $2.88 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
16,048Holding current value
$2.88 Million% of portfolio
0.42%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,683Shares Held
148MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.02 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.41 Billion0.85% of portfolio
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Morgan Stanley New York, NY13MShares$2.33 Billion0.18% of portfolio
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Bank Of America Corp Charlotte, NC8.15MShares$1.46 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA6.49MShares$1.16 Billion0.29% of portfolio