Oregon Pacific Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History
Oregon Pacific Wealth Management, LLC
- $106 Billion
- Q2 2025
A detailed history of Oregon Pacific Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 2,028 shares of IVE stock, worth $422,777. This represents 0.38% of its overall portfolio holdings.
Number of Shares
2,028Holding current value
$422,777% of portfolio
0.38%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,708Shares Held
166MCall Options Held
93.3KPut Options Held
41K-
Envestnet Asset Management Inc21MShares$4.37 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.71 Billion0.27% of portfolio
-
Morgan Stanley New York, NY14.1MShares$2.95 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.32MShares$1.74 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.65 Billion0.55% of portfolio