Tradewinds Capital Management, LLC Ishares S&P 500 Value ETF Transaction History
Tradewinds Capital Management, LLC
- $372 Million
- Q3 2024
A detailed history of Tradewinds Capital Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Tradewinds Capital Management, LLC holds 574 shares of IVE stock, worth $117,807. This represents 0.03% of its overall portfolio holdings.
Number of Shares
574
Previous 547
4.94%
Holding current value
$117,807
Previous $99,000
14.14%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding IVE
# of Institutions
1,529Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.49 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.66 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.57 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.63 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.43 Billion0.32% of portfolio