Market Street Wealth Management Advisors LLC Ishares S&P 500 Value ETF Transaction History
Market Street Wealth Management Advisors LLC
- $545 Million
- Q4 2024
A detailed history of Market Street Wealth Management Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 14,875 shares of IVE stock, worth $2.92 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
14,875
Previous 15,581
4.53%
Holding current value
$2.92 Million
Previous $3.07 Million
7.58%
% of portfolio
0.52%
Previous 0.56%
Shares
25 transactions
Others Institutions Holding IVE
# of Institutions
1,576Shares Held
140MCall Options Held
83.1KPut Options Held
27.9K-
Jpmorgan Chase & CO New York, NY17MShares$3.34 Billion0.27% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.54 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.56 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.36 Billion0.32% of portfolio