Kwmg, LLC Ishares S&P 500 Value ETF Transaction History
Kwmg, LLC
- $1.12 Billion
- Q3 2025
A detailed history of Kwmg, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Kwmg, LLC holds 117,117 shares of IVE stock, worth $23.7 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
117,117
Previous 114,596
2.2%
Holding current value
$23.7 Million
Previous $22.4 Million
8.0%
% of portfolio
2.16%
Previous 2.14%
Shares
33 transactions
Others Institutions Holding IVE
# of Institutions
1,710Shares Held
166MCall Options Held
93.3KPut Options Held
41K-
Envestnet Asset Management Inc21MShares$4.25 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.6 Billion0.27% of portfolio
-
Morgan Stanley New York, NY14.1MShares$2.86 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.32MShares$1.69 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.6 Billion0.55% of portfolio