Shared Vision Wealth Group LLC Ishares S&P 500 Value ETF Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 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 16,035 shares of IVE stock, worth $3.12 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
16,035
Previous 14,599
9.84%
Holding current value
$3.12 Million
Previous $2.73 Billion
7.01%
% of portfolio
1.7%
Previous 1.7%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,479Shares Held
141MCall Options Held
105KPut Options Held
10.8K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.44 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.42 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.41 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.5 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.5 Billion0.34% of portfolio