Vista Private Wealth Partners. LLC Ishares S&P 500 Value ETF Transaction History
Vista Private Wealth Partners. LLC
- $223 Million
- Q1 2024
A detailed history of Vista Private Wealth Partners. LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 39,094 shares of IVE stock, worth $7.1 Million. This represents 3.28% of its overall portfolio holdings.
Number of Shares
39,094
Previous 1,430
2633.85%
Holding current value
$7.1 Million
Previous $248,000
2844.76%
% of portfolio
3.28%
Previous 0.1%
Shares
8 transactions
Others Institutions Holding IVE
# of Institutions
1,421Shares Held
138MCall Options Held
124KPut Options Held
11.6K-
Jpmorgan Chase & CO New York, NY17.8MShares$3.23 Billion0.3% of portfolio
-
Morgan Stanley New York, NY12.2MShares$2.22 Billion0.19% of portfolio
-
Envestnet Asset Management Inc12MShares$2.17 Billion0.85% of portfolio
-
Bank Of America Corp Charlotte, NC7.81MShares$1.42 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.51MShares$1.37 Billion0.34% of portfolio