Transform Wealth, LLC Ishares S&P 500 Value ETF Transaction History
Transform Wealth, LLC
- $1.75 Billion
- Q4 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 145,947 shares of IVE stock, worth $28.7 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
145,947
Previous 142,839
2.18%
Holding current value
$28.7 Million
Previous $28.2 Million
1.08%
% of portfolio
1.59%
Previous 1.92%
Shares
30 transactions
Others Institutions Holding IVE
# of Institutions
1,650Shares Held
145MCall Options Held
88.8KPut Options Held
36.5K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.31 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.64 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.56 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.6 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.28 Billion0.29% of portfolio