Swp Financial LLC Ishares S&P 500 Value ETF Transaction History
Swp Financial LLC
- $166 Billion
- Q4 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 12,799 shares of IVE stock, worth $2.35 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
12,799
Previous 12,745
0.42%
Holding current value
$2.35 Million
Previous $2.51 Billion
2.78%
% of portfolio
1.47%
Previous 1.53%
Shares
4 transactions
Others Institutions Holding IVE
# of Institutions
1,688Shares Held
154MCall Options Held
107KPut Options Held
60.7K-
Envestnet Asset Management Inc18.6MShares$3.42 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY16.9MShares$3.09 Billion0.26% of portfolio
-
Morgan Stanley New York, NY13MShares$2.38 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.49 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.19 Billion0.29% of portfolio