Soundmark Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History
Soundmark Wealth Management, LLC
- $225 Million
- Q1 2024
A detailed history of Soundmark Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Soundmark Wealth Management, LLC holds 41,628 shares of IVE stock, worth $7.56 Million. This represents 3.45% of its overall portfolio holdings.
Number of Shares
41,628
Previous 41,624
0.01%
Holding current value
$7.56 Million
Previous $7.24 Million
7.45%
% of portfolio
3.45%
Previous 3.58%
Shares
12 transactions
Others Institutions Holding IVE
# of Institutions
1,422Shares Held
138MCall Options Held
124KPut Options Held
11.6K-
Jpmorgan Chase & CO New York, NY17.8MShares$3.23 Billion0.3% of portfolio
-
Morgan Stanley New York, NY12.2MShares$2.22 Billion0.19% of portfolio
-
Envestnet Asset Management Inc12MShares$2.17 Billion0.85% of portfolio
-
Bank Of America Corp Charlotte, NC7.81MShares$1.42 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.51MShares$1.36 Billion0.34% of portfolio