Watershed Private Wealth LLC Ishares S&P 500 Value ETF Transaction History
Watershed Private Wealth LLC
- $251 Billion
- Q3 2024
A detailed history of Watershed Private Wealth LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Watershed Private Wealth LLC holds 4,587 shares of IVE stock, worth $879,373. This represents 0.36% of its overall portfolio holdings.
Number of Shares
4,587
Previous 5,309
13.6%
Holding current value
$879,373
Previous $966 Million
6.4%
% of portfolio
0.36%
Previous 0.41%
Shares
8 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$3.26 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.48 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.4 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.52 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.33 Billion0.32% of portfolio