Private Wealth Management Group, LLC Ishares S&P 500 Value ETF Transaction History
Private Wealth Management Group, LLC
- $253 Billion
- Q3 2024
A detailed history of Private Wealth Management Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 7,249 shares of IVE stock, worth $1.45 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
7,249
Previous 7,249
-0.0%
Holding current value
$1.45 Million
Previous $1.32 Billion
8.33%
% of portfolio
0.56%
Previous 0.57%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,489Shares Held
141MCall Options Held
105KPut Options Held
10.8K-
Jpmorgan Chase & CO New York, NY17MShares$3.41 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.6 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.49 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.55 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.54 Billion0.34% of portfolio