Maxwell Wealth Strategies Inc. Ishares S&P 500 Value ETF Transaction History
Maxwell Wealth Strategies Inc.
- $245 Billion
- Q4 2024
A detailed history of Maxwell Wealth Strategies Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 18,974 shares of IVE stock, worth $3.73 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
18,974
Previous 17,308
9.63%
Holding current value
$3.73 Million
Previous $3.4 Billion
6.57%
% of portfolio
1.48%
Previous 1.44%
Shares
4 transactions
Others Institutions Holding IVE
# of Institutions
1,650Shares Held
145MCall Options Held
88.8KPut Options Held
36.5K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.31 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.64 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