Retirement Wealth Solutions LLC Ishares S&P 500 Value ETF Transaction History
Retirement Wealth Solutions LLC
- $124 Billion
- Q1 2025
A detailed history of Retirement Wealth Solutions LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Retirement Wealth Solutions LLC holds 13,439 shares of IVE stock, worth $2.47 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
13,439
Previous 4,856
176.75%
Holding current value
$2.47 Million
Previous $914 Million
180.29%
% of portfolio
2.07%
Previous 0.77%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,700Shares Held
160MCall Options Held
124KPut Options Held
51.5K-
Envestnet Asset Management Inc18.6MShares$3.42 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.26 Billion0.27% of portfolio
-
Morgan Stanley New York, NY13.8MShares$2.53 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.58MShares$1.57 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.98MShares$1.28 Billion0.54% of portfolio