Northwest Financial Advisors Ishares S&P 500 Value ETF Transaction History
Northwest Financial Advisors
- $145 Billion
- Q2 2024
A detailed history of Northwest Financial Advisors transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Northwest Financial Advisors holds 481 shares of IVE stock, worth $92,794. This represents 0.06% of its overall portfolio holdings.
Number of Shares
481
Previous 481
-0.0%
Holding current value
$92,794
Previous $89.9 Million
2.57%
% of portfolio
0.06%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,447Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.41 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.39 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.39 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.49 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.48 Billion0.34% of portfolio