Morgan Rosel Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History
Morgan Rosel Wealth Management, LLC
- $313 Million
- Q1 2025
A detailed history of Morgan Rosel Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 264 shares of IVE stock, worth $48,005. This represents 0.02% of its overall portfolio holdings.
Number of Shares
264Holding current value
$48,005% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,680Shares Held
148MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.06 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.44 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.37 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.48 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.18 Billion0.29% of portfolio