Talisman Wealth Advisors LLC Ishares S&P 500 Value ETF Transaction History
Talisman Wealth Advisors LLC
- $97.5 Million
- Q1 2025
A detailed history of Talisman Wealth Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 1,751 shares of IVE stock, worth $329,485. This represents 0.34% of its overall portfolio holdings.
Number of Shares
1,751Holding current value
$329,485% of portfolio
0.34%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,696Shares Held
160MCall Options Held
124KPut Options Held
51.5K-
Envestnet Asset Management Inc18.6MShares$3.51 Billion1.19% of portfolio
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Jpmorgan Chase & CO New York, NY17.8MShares$3.34 Billion0.27% of portfolio
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Morgan Stanley New York, NY13.8MShares$2.6 Billion0.19% of portfolio
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Bank Of America Corp Charlotte, NC8.58MShares$1.61 Billion0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC6.98MShares$1.31 Billion0.54% of portfolio