Transform Wealth, LLC Ishares S&P 500 Value ETF Transaction History
Transform Wealth, LLC
- $1.46 Billion
- Q3 2024
A detailed history of Transform Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Transform Wealth, LLC holds 142,839 shares of IVE stock, worth $27.7 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
142,839
Previous 154,656
7.64%
Holding current value
$27.7 Million
Previous $28.1 Million
0.05%
% of portfolio
1.92%
Previous 2.15%
Shares
29 transactions
Others Institutions Holding IVE
# of Institutions
1,532Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.3 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.51 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.43 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.54 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.35 Billion0.32% of portfolio