Shared Vision Wealth Group LLC Ishares S&P 500 Value ETF Transaction History
Shared Vision Wealth Group LLC
- $160 Billion
- Q1 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 14,599 shares of IVE stock, worth $2.65 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
14,599Holding current value
$2.65 Million% of portfolio
1.7%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,424Shares Held
138MCall Options Held
124KPut Options Held
11.6K-
Jpmorgan Chase & CO New York, NY17.8MShares$3.23 Billion0.3% of portfolio
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Morgan Stanley New York, NY12.2MShares$2.22 Billion0.19% of portfolio
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Envestnet Asset Management Inc12MShares$2.17 Billion0.85% of portfolio
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Bank Of America Corp Charlotte, NC7.81MShares$1.42 Billion0.14% of portfolio
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Wells Fargo & Company San Francisco, CA7.51MShares$1.37 Billion0.34% of portfolio