Maia Wealth LLC Ishares S&P 500 Value ETF Transaction History
Maia Wealth LLC
- $465 Billion
- Q4 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 26,640 shares of IVE stock, worth $5.25 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
26,640
Previous 24,473
8.85%
Holding current value
$5.25 Million
Previous $4.84 Billion
9.04%
% of portfolio
1.14%
Previous 1.2%
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,665Shares Held
146MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.32 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.65 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.56 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.6 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.28 Billion0.29% of portfolio