National Wealth Management Group, LLC Ishares S&P 500 Value ETF Transaction History
National Wealth Management Group, LLC
- $131 Billion
- Q2 2024
A detailed history of National Wealth Management Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 6,393 shares of IVE stock, worth $1.25 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
6,393
Previous 5,289
20.87%
Holding current value
$1.25 Million
Previous $988 Million
17.77%
% of portfolio
0.89%
Previous 0.77%
Shares
8 transactions
Others Institutions Holding IVE
# of Institutions
1,479Shares Held
141MCall Options Held
105KPut Options Held
10.8K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.44 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.42 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.41 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.5 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.5 Billion0.34% of portfolio