Shakespeare Wealth Management, Inc. Ishares S&P 500 Value ETF Transaction History
Shakespeare Wealth Management, Inc.
- $371 Million
- Q2 2025
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 $419,421. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,018
Previous 2,018
-0.0%
Holding current value
$419,421
Previous $384,000
2.6%
% of portfolio
0.11%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,708Shares Held
166MCall Options Held
93.3KPut Options Held
41K-
Envestnet Asset Management Inc21MShares$4.36 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.69 Billion0.27% of portfolio
-
Morgan Stanley New York, NY14.1MShares$2.94 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.32MShares$1.73 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.64 Billion0.55% of portfolio