High Mark Wealth Management LLC Ishares S&P 500 Value ETF Transaction History
High Mark Wealth Management LLC
- $165 Million
- Q2 2024
A detailed history of High Mark Wealth Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, High Mark Wealth Management LLC holds 8,208 shares of IVE stock, worth $1.58 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
8,208
Previous 8,152
0.69%
Holding current value
$1.58 Million
Previous $1.52 Million
1.91%
% of portfolio
0.9%
Previous 0.95%
Shares
15 transactions
Others Institutions Holding IVE
# of Institutions
1,447Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.41 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.39 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.39 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.49 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.48 Billion0.34% of portfolio