Inspirion Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Inspirion Wealth Advisors, LLC
- $710 Million
- Q4 2024
A detailed history of Inspirion Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 4,257 shares of IVE stock, worth $825,985. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,257
Previous 4,257
-0.0%
Holding current value
$825,985
Previous $839,000
3.22%
% of portfolio
0.11%
Previous 0.12%
Shares
14 transactions
Others Institutions Holding IVE
# of Institutions
1,670Shares Held
146MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.27 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.61 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.52 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.58 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.26 Billion0.29% of portfolio