Golden State Equity Partners Ishares S&P 500 Value ETF Transaction History
Golden State Equity Partners
- $402 Million
- Q4 2023
A detailed history of Golden State Equity Partners transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Golden State Equity Partners holds 8,808 shares of IVE stock, worth $1.66 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
8,808
Previous 7,029
25.31%
Holding current value
$1.66 Million
Previous $1.08 Million
41.63%
% of portfolio
0.38%
Previous 0.31%
Shares
11 transactions
Others Institutions Holding IVE
# of Institutions
1,413Shares Held
138MCall Options Held
124KPut Options Held
11.6K-
Jpmorgan Chase & CO New York, NY17.8MShares$3.34 Billion0.3% of portfolio
-
Morgan Stanley New York, NY12.2MShares$2.3 Billion0.19% of portfolio
-
Envestnet Asset Management Inc12MShares$2.25 Billion0.85% of portfolio
-
Bank Of America Corp Charlotte, NC7.81MShares$1.47 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.51MShares$1.41 Billion0.34% of portfolio