Private Wealth Asset Management, LLC Ishares S&P 500 Value ETF Transaction History
Private Wealth Asset Management, LLC
- $754 Billion
- Q2 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 9,085 shares of IVE stock, worth $1.89 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
9,085
Previous 9,085
-0.0%
Holding current value
$1.89 Million
Previous $1.73 Billion
2.54%
% of portfolio
0.24%
Previous 0.25%
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