Sofi Wealth, LLC Ishares S&P 500 Value ETF Transaction History

Sofi Wealth, LLC

$732 Million
Q4 2024

A detailed history of Sofi Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Sofi Wealth, LLC holds 14,457 shares of IVE stock, worth $2.84 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

14,457

Holding current value

$2.84 Million

% of portfolio

0.38%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$189.5 - $206.17 $2.74 Million - $2.98 Million	14,457 New	14,457 $2.76 Million

Others Institutions Holding IVE

# of Institutions

1,591

Shares Held

139M

Call Options Held

83.1K

Put Options Held

27.9K

Jpmorgan Chase & CO New York, NY

17M
Shares

$3.34 Billion
0.27% of portfolio
Envestnet Asset Management Inc

12.9M
Shares

$2.54 Billion
0.84% of portfolio
Morgan Stanley New York, NY

12.5M
Shares

$2.46 Billion
0.18% of portfolio
Bank Of America Corp Charlotte, NC

7.95M
Shares

$1.56 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

6.95M
Shares

$1.37 Billion
0.32% of portfolio

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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