Wealth Dimensions Group, Ltd. Ishares S&P 500 Value ETF Transaction History
Wealth Dimensions Group, Ltd.
- $339 Million
- Q1 2024
A detailed history of Wealth Dimensions Group, Ltd. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 11,599 shares of IVE stock, worth $2.11 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
11,599
Previous 11,640
0.35%
Holding current value
$2.11 Million
Previous $2.02 Million
7.02%
% of portfolio
0.64%
Previous 0.64%
Shares
14 transactions
Others Institutions Holding IVE
# of Institutions
1,422Shares 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$1.36 Billion0.34% of portfolio