High Mark Wealth Management LLC Ishares S&P 500 Value ETF Transaction History
High Mark Wealth Management LLC
- $198 Million
- Q2 2025
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 5,879 shares of IVE stock, worth $1.17 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
5,879
Previous 221
2560.18%
Holding current value
$1.17 Million
Previous $42,000
2633.33%
% of portfolio
0.58%
Previous 0.03%
Shares
19 transactions
Others Institutions Holding IVE
# of Institutions
1,713Shares Held
161MCall Options Held
124KPut Options Held
51.5K-
Envestnet Asset Management Inc18.6MShares$3.7 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.53 Billion0.27% of portfolio
-
Morgan Stanley New York, NY13.8MShares$2.74 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.58MShares$1.7 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.98MShares$1.38 Billion0.54% of portfolio