Mn Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History

Mn Wealth Advisors, LLC

$170 Billion
Q1 2025

A detailed history of Mn Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Mn Wealth Advisors, LLC holds 1,620 shares of IVE stock, worth $290,741. This represents 0.18% of its overall portfolio holdings.

Number of Shares

1,620

Holding current value

$290,741

% of portfolio

0.18%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 18, 2025	BUY	$185.78 - $198.58 $300,963 - $321,699	1,620 New	1,620 $309 Million

Others Institutions Holding IVE

# of Institutions

1,680

Shares Held

148M

Call Options Held

107K

Put Options Held

60.7K

Jpmorgan Chase & CO New York, NY

16.9M
Shares

$3.02 Billion
0.26% of portfolio
Envestnet Asset Management Inc

13.4M
Shares

$2.41 Billion
0.85% of portfolio
Morgan Stanley New York, NY

13M
Shares

$2.33 Billion
0.18% of portfolio
Bank Of America Corp Charlotte, NC

8.15M
Shares

$1.46 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

6.49M
Shares

$1.16 Billion
0.29% 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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Mn Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History