One Charles Private Wealth Services, LLC Ishares S&P 500 Value ETF Transaction History
One Charles Private Wealth Services, LLC
- $282 Million
- Q4 2024
A detailed history of One Charles Private Wealth Services, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 2,277 shares of IVE stock, worth $442,307. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,277
Previous 2,277
-0.0%
Holding current value
$442,307
Previous $448,000
3.13%
% of portfolio
0.15%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding IVE
# of Institutions
1,670Shares Held
146MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.27 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.61 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.53 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.58 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.26 Billion0.29% of portfolio