Peterson Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Peterson Wealth Advisors, LLC
- $445 Million
- Q2 2024
A detailed history of Peterson Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 2,344 shares of IVE stock, worth $460,596. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,344
Previous 2,396
2.17%
Holding current value
$460,596
Previous $447,000
4.7%
% of portfolio
0.1%
Previous 0.1%
Shares
19 transactions
Others Institutions Holding IVE
# of Institutions
1,447Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.47 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.44 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.43 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.51 Billion0.34% of portfolio