Opal Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Opal Wealth Advisors, LLC
- $348 Million
- Q2 2025
A detailed history of Opal Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 5,114 shares of IVE stock, worth $1.02 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
5,114
Previous 4,098
24.79%
Holding current value
$1.02 Million
Previous $780,000
28.08%
% of portfolio
0.29%
Previous 0.25%
Shares
9 transactions
Others Institutions Holding IVE
# of Institutions
1,714Shares Held
161MCall Options Held
124KPut Options Held
51.5K-
Envestnet Asset Management Inc18.6MShares$3.72 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.55 Billion0.27% of portfolio
-
Morgan Stanley New York, NY13.8MShares$2.76 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.58MShares$1.71 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.98MShares$1.39 Billion0.54% of portfolio