Hilltop Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Hilltop Wealth Advisors, LLC
- $198 Million
- Q2 2024
A detailed history of Hilltop Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Hilltop Wealth Advisors, LLC holds 25,315 shares of IVE stock, worth $4.97 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
25,315
Previous 25,747
1.68%
Holding current value
$4.97 Million
Previous $4.81 Million
4.2%
% of portfolio
2.33%
Previous 2.48%
Shares
19 transactions
Others Institutions Holding IVE
# of Institutions
1,445Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.46 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.43 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.43 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.51 Billion0.34% of portfolio