Swp Financial LLC Ishares S&P 500 Value ETF Transaction History
Swp Financial LLC
- $164 Billion
- Q3 2024
A detailed history of Swp Financial LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Swp Financial LLC holds 12,745 shares of IVE stock, worth $2.5 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
12,745
Previous 12,745
-0.0%
Holding current value
$2.5 Million
Previous $2.32 Billion
8.33%
% of portfolio
1.53%
Previous 1.53%
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,485Shares Held
141MCall Options Held
105KPut Options Held
10.8K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.47 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.54 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.43 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.51 Billion0.34% of portfolio