Wealth Bridge Capital Management, LLC Ishares S&P 500 Value ETF Transaction History
Wealth Bridge Capital Management, LLC
- $384 Million
- Q2 2025
A detailed history of Wealth Bridge Capital Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 12,193 shares of IVE stock, worth $2.42 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
12,193
Previous 12,239
0.38%
Holding current value
$2.42 Million
Previous $2.33 Million
2.14%
% of portfolio
0.62%
Previous 0.67%
Shares
20 transactions
Others Institutions Holding IVE
# of Institutions
1,709Shares Held
165MCall Options Held
128KPut Options Held
50K-
Envestnet Asset Management Inc21MShares$4.17 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.53 Billion0.27% of portfolio
-
Morgan Stanley New York, NY13.8MShares$2.75 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.58MShares$1.71 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.57 Billion0.55% of portfolio