Mowery & Schoenfeld Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $51 Billion
- Q1 2025
A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 151 shares of IVE stock, worth $27,697. This represents 0.06% of its overall portfolio holdings.
Number of Shares
151Holding current value
$27,697% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,700Shares Held
158MCall Options Held
149KPut Options Held
52K-
Envestnet Asset Management Inc18.6MShares$3.42 Billion1.19% of portfolio
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Jpmorgan Chase & CO New York, NY17.8MShares$3.26 Billion0.27% of portfolio
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Morgan Stanley New York, NY13MShares$2.39 Billion0.18% of portfolio
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Bank Of America Corp Charlotte, NC8.15MShares$1.49 Billion0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC6.98MShares$1.28 Billion0.54% of portfolio