Oxler Private Wealth LLC Ishares S&P 500 Value ETF Transaction History
Oxler Private Wealth LLC
- $284 Million
- Q2 2025
A detailed history of Oxler Private Wealth LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Oxler Private Wealth LLC holds 2,928 shares of IVE stock, worth $599,039. This represents 0.2% of its overall portfolio holdings.
Number of Shares
2,928
Previous 3,062
4.38%
Holding current value
$599,039
Previous $583,000
1.89%
% of portfolio
0.2%
Previous 0.23%
Shares
18 transactions
Others Institutions Holding IVE
# of Institutions
1,711Shares Held
166MCall Options Held
93.3KPut Options Held
41K-
Envestnet Asset Management Inc21MShares$4.29 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.64 Billion0.27% of portfolio
-
Morgan Stanley New York, NY14.1MShares$2.89 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.32MShares$1.7 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.62 Billion0.55% of portfolio