Smallwood Wealth Investment Management, LLC Ishares S&P 500 Value ETF Transaction History
Smallwood Wealth Investment Management, LLC
- $152 Million
- Q1 2025
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 308 shares of IVE stock, worth $56,496. This represents 0.04% of its overall portfolio holdings.
Number of Shares
308Holding current value
$56,496% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,694Shares Held
160MCall Options Held
124KPut Options Held
51.5K-
Envestnet Asset Management Inc18.6MShares$3.42 Billion1.19% of portfolio
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Jpmorgan Chase & CO New York, NY17.8MShares$3.26 Billion0.27% of portfolio
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Morgan Stanley New York, NY13.8MShares$2.53 Billion0.19% of portfolio
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Bank Of America Corp Charlotte, NC8.58MShares$1.57 Billion0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC6.98MShares$1.28 Billion0.54% of portfolio