Shakespeare Wealth Management, Inc. Ishares S&P 500 Value ETF Transaction History
Shakespeare Wealth Management, Inc.
- $379 Million
- Q3 2024
A detailed history of Shakespeare Wealth Management, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 2,018 shares of IVE stock, worth $416,051. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,018Holding current value
$416,051% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,529Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.51 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.67 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.58 Billion0.18% of portfolio
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Bank Of America Corp Charlotte, NC7.95MShares$1.64 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA6.95MShares$1.43 Billion0.32% of portfolio