Mascoma Wealth Management LLC Ishares S&P 500 Value ETF Transaction History
Mascoma Wealth Management LLC
- $400 Million
- Q3 2024
A detailed history of Mascoma Wealth Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 638 shares of IVE stock, worth $131,536. This represents 0.03% of its overall portfolio holdings.
Number of Shares
638
Previous 638
-0.0%
Holding current value
$131,536
Previous $116,000
7.76%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,529Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.51 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.67 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.58 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.64 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.43 Billion0.32% of portfolio