Strategies Wealth Advisors, LLC Ishares S&P 500 Value ETF Transaction History
Strategies Wealth Advisors, LLC
- $803 Billion
- Q4 2024
A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 12,097 shares of IVE stock, worth $2.35 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
12,097
Previous 13,206
8.4%
Holding current value
$2.35 Million
Previous $2.6 Billion
9.27%
% of portfolio
0.29%
Previous 0.35%
Shares
12 transactions
Others Institutions Holding IVE
# of Institutions
1,668Shares 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