Signature Wealth Management Partners, LLC Ishares S&P 500 Value ETF Transaction History
Signature Wealth Management Partners, LLC
- $143 Million
- Q4 2024
A detailed history of Signature Wealth Management Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Signature Wealth Management Partners, LLC holds 65,480 shares of IVE stock, worth $12.7 Million. This represents 8.72% of its overall portfolio holdings.
Number of Shares
65,480
Previous 60,455
8.31%
Holding current value
$12.7 Million
Previous $11.9 Million
4.86%
% of portfolio
8.72%
Previous 8.67%
Shares
17 transactions
Others Institutions Holding IVE
# of Institutions
1,667Shares Held
145MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.27 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.61 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.52 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.58 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.26 Billion0.29% of portfolio