Lee Kelleher Wealth Management Ishares S&P 500 Value ETF Transaction History
Lee Kelleher Wealth Management
- $136 Billion
- Q1 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 $695,118. This represents 0.51% of its overall portfolio holdings.
Number of Shares
3,647
Previous 3,647
-0.0%
Holding current value
$695,118
Previous $696 Million
0.16%
% of portfolio
0.51%
Previous 0.5%
Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,696Shares Held
160MCall Options Held
124KPut Options Held
51.5K-
Envestnet Asset Management Inc18.6MShares$3.55 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.39 Billion0.27% of portfolio
-
Morgan Stanley New York, NY13.8MShares$2.63 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.58MShares$1.64 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.98MShares$1.33 Billion0.54% of portfolio