Lee Kelleher Wealth Management Ishares S&P 500 Value ETF Transaction History
Lee Kelleher Wealth Management
- $162 Billion
- Q3 2025
A detailed history of Lee Kelleher Wealth Management transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Lee Kelleher Wealth Management holds 3,647 shares of IVE stock, worth $764,447. This represents 0.46% of its overall portfolio holdings.
Number of Shares
3,647
Previous 3,647
-0.0%
Holding current value
$764,447
Previous $713 Million
5.67%
% of portfolio
0.46%
Previous 0.47%
Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,769Shares Held
169MCall Options Held
67.9KPut Options Held
38.7K-
Envestnet Asset Management Inc22.1MShares$4.64 Billion1.41% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$3.76 Billion0.24% of portfolio
-
Morgan Stanley New York, NY14.2MShares$2.98 Billion0.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.55MShares$1.79 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC8.4MShares$1.76 Billion0.12% of portfolio