One Wealth Management Investment & Advisory Services, LLC Ishares S&P 500 Value ETF Transaction History

One Wealth Management Investment & Advisory Services, LLC

$57 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$176.58 - $186.7 $94,823 - $100,257	537 Added 3.56%	15,633 $2.85 Billion
Q1 2024 May 14, 2024	BUY	$171.09 - $186.81 $2.58 Million - $2.82 Million	15,096 New	15,096 $2.82 Billion

Others Institutions Holding IVE

# of Institutions

1,529

Shares Held

139M

Call Options Held

91.7K

Put Options Held

29.4K

Jpmorgan Chase & CO New York, NY

17M
Shares

$3.4 Billion
0.28% of portfolio
Envestnet Asset Management Inc

12.9M
Shares

$2.59 Billion
0.84% of portfolio
Morgan Stanley New York, NY

12.5M
Shares

$2.5 Billion
0.18% of portfolio
Bank Of America Corp Charlotte, NC

7.95M
Shares

$1.59 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

6.95M
Shares

$1.39 Billion
0.32% of portfolio

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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