Private Wealth Management Group, LLC Ishares S&P 500 Value ETF Transaction History
Private Wealth Management Group, LLC
- $221 Billion
- Q1 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 $1.33 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
7,249
Previous 7,649
5.23%
Holding current value
$1.33 Million
Previous $1.33 Billion
1.81%
% of portfolio
0.61%
Previous 0.65%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,421Shares Held
138MCall Options Held
124KPut Options Held
11.6K-
Jpmorgan Chase & CO New York, NY17.8MShares$3.26 Billion0.3% of portfolio
-
Morgan Stanley New York, NY12.2MShares$2.24 Billion0.19% of portfolio
-
Envestnet Asset Management Inc12MShares$2.19 Billion0.85% of portfolio
-
Bank Of America Corp Charlotte, NC7.81MShares$1.43 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.51MShares$1.38 Billion0.34% of portfolio