Oak Wealth Advisors LLC Ishares S&P 500 Value ETF Transaction History
Oak Wealth Advisors LLC
- $130 Billion
- Q4 2024
A detailed history of Oak Wealth Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 1,063 shares of IVE stock, worth $211,090. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,063Holding current value
$211,090% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,660Shares Held
146MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.35 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.67 Billion0.85% of portfolio
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Morgan Stanley New York, NY13MShares$2.58 Billion0.18% of portfolio
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Bank Of America Corp Charlotte, NC8.15MShares$1.62 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA6.49MShares$1.29 Billion0.29% of portfolio