Wealth Management Solutions, LLC Ishares S&P 500 Value ETF Transaction History
Wealth Management Solutions, LLC
- $145 Million
- Q3 2023
A detailed history of Wealth Management Solutions, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 1,348 shares of IVE stock, worth $261,498. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,348
Previous 1,348
-0.0%
Holding current value
$261,498
Previous $217,000
4.61%
% of portfolio
0.14%
Previous 0.14%
Shares
7 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$3.3 Billion0.27% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.51 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.43 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.54 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.35 Billion0.32% of portfolio