Lws Wealth Advisors, Inc. Ishares S&P 500 Value ETF Transaction History
Lws Wealth Advisors, Inc.
- $255 Million
- Q4 2023
A detailed history of Lws Wealth Advisors, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 85,027 shares of IVE stock, worth $15.4 Million. This represents 5.79% of its overall portfolio holdings.
Number of Shares
85,027
Previous 80,712
5.35%
Holding current value
$15.4 Million
Previous $12.4 Million
19.08%
% of portfolio
5.79%
Previous 5.65%
Shares
17 transactions
Others Institutions Holding IVE
# of Institutions
1,422Shares Held
138MCall Options Held
124KPut Options Held
11.6K-
Jpmorgan Chase & CO New York, NY17.8MShares$3.23 Billion0.3% of portfolio
-
Morgan Stanley New York, NY12.2MShares$2.22 Billion0.19% of portfolio
-
Envestnet Asset Management Inc12MShares$2.17 Billion0.85% of portfolio
-
Bank Of America Corp Charlotte, NC7.81MShares$1.42 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.51MShares$1.36 Billion0.34% of portfolio