Valued Wealth Advisors LLC Ishares S&P 500 Value ETF Transaction History
Valued Wealth Advisors LLC
- $160 Billion
- Q4 2024
A detailed history of Valued Wealth Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 34 shares of IVE stock, worth $6,677. This represents 0.0% of its overall portfolio holdings.
Number of Shares
34
Previous 179
81.01%
Holding current value
$6,677
Previous $35.3 Million
81.61%
% of portfolio
0.0%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,662Shares Held
146MCall Options Held
107KPut Options Held
60.7K-
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$2.55 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.6 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.27 Billion0.29% of portfolio