Integrated Wealth Concepts LLC Ishares S&P 500 Value ETF Transaction History
Integrated Wealth Concepts LLC
- $8.16 Billion
- Q4 2024
A detailed history of Integrated Wealth Concepts LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 102,067 shares of IVE stock, worth $20.1 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
102,067
Previous 107,748
5.27%
Holding current value
$20.1 Million
Previous $21.2 Million
8.29%
% of portfolio
0.24%
Previous 0.27%
Shares
29 transactions
Others Institutions Holding IVE
# of Institutions
1,650Shares Held
145MCall Options Held
88.8KPut Options Held
36.5K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.31 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.64 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.56 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.6 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.28 Billion0.29% of portfolio