Tl Private Wealth Ishares S&P 500 Value ETF Transaction History
Tl Private Wealth
- $240 Million
- Q2 2025
A detailed history of Tl Private Wealth transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Tl Private Wealth holds 1,258 shares of IVE stock, worth $250,065. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,258
Previous 1,242
1.29%
Holding current value
$250,065
Previous $234,000
4.7%
% of portfolio
0.1%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,707Shares Held
163MCall Options Held
128KPut Options Held
51.5K-
Envestnet Asset Management Inc21MShares$4.17 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.53 Billion0.27% of portfolio
-
Morgan Stanley New York, NY13.8MShares$2.75 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.58MShares$1.71 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.98MShares$1.39 Billion0.54% of portfolio