Harvest Group Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History
Harvest Group Wealth Management, LLC
- $154 Million
- Q1 2023
A detailed history of Harvest Group Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 5 shares of IVE stock, worth $907. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5
Previous 17
70.59%
Holding current value
$907
Previous $2,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding IVE
# of Institutions
1,422Shares 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