Maia Wealth LLC Ishares S&P 500 Value ETF Transaction History

Maia Wealth LLC

$332 Billion
Q2 2024

A detailed history of Maia Wealth LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Maia Wealth LLC holds 21,075 shares of IVE stock, worth $4.07 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

21,075

Holding current value

$4.07 Million

% of portfolio

1.18%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 16, 2024	BUY	$176.58 - $186.7 $3.72 Million - $3.93 Million	21,075 New	21,075 $3.93 Billion

Others Institutions Holding IVE

# of Institutions

1,447

Shares Held

140M

Call Options Held

110K

Put Options Held

9.3K

Jpmorgan Chase & CO New York, NY

17.7M
Shares

$3.41 Billion
0.28% of portfolio
Morgan Stanley New York, NY

12.4M
Shares

$2.39 Billion
0.18% of portfolio
Envestnet Asset Management Inc

12.4M
Shares

$2.39 Billion
0.8% of portfolio
Bank Of America Corp Charlotte, NC

7.72M
Shares

$1.49 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

7.68M
Shares

$1.48 Billion
0.34% of portfolio

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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