Polaris Wealth Advisory Group, LLC Ishares S&P 500 Value ETF Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
A detailed history of Polaris Wealth Advisory Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 252,298 shares of IVE stock, worth $45.8 Million. This represents 2.98% of its overall portfolio holdings.
Number of Shares
252,298
Previous 268,491
6.03%
Holding current value
$45.8 Million
Previous $43.3 Million
10.32%
% of portfolio
2.98%
Previous 3.34%
Shares
26 transactions
Others Institutions Holding IVE
# of Institutions
1,422Shares Held
138MCall Options Held
124KPut Options Held
11.6K-
Jpmorgan Chase & CO New York, NY17.8MShares$3.23 Billion0.3% of portfolio
-
Morgan Stanley New York, NY12.2MShares$2.22 Billion0.19% of portfolio
-
Envestnet Asset Management Inc12MShares$2.17 Billion0.85% of portfolio
-
Bank Of America Corp Charlotte, NC7.81MShares$1.42 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.51MShares$1.36 Billion0.34% of portfolio