Peninsula Wealth, LLC Ishares S&P 500 Value ETF Transaction History
Peninsula Wealth, LLC
- $558 Million
- Q3 2024
A detailed history of Peninsula Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Peninsula Wealth, LLC holds 279,468 shares of IVE stock, worth $53.6 Million. This represents 9.87% of its overall portfolio holdings.
Number of Shares
279,468
Previous 268,686
4.01%
Holding current value
$53.6 Million
Previous $48.9 Million
12.68%
% of portfolio
9.87%
Previous 9.49%
Shares
19 transactions
Others Institutions Holding IVE
# of Institutions
1,532Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.26 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.48 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.4 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.33 Billion0.32% of portfolio