Wealthsource Partners, LLC Ishares S&P 500 Value ETF Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Wealthsource Partners, LLC holds 10,269 shares of IVE stock, worth $1.94 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,269
Previous 11,640
11.78%
Holding current value
$1.94 Million
Previous $1.79 Million
0.28%
% of portfolio
0.12%
Previous 0.12%
Shares
28 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$3.37 Billion0.3% of portfolio
-
Morgan Stanley New York, NY12.2MShares$2.31 Billion0.19% of portfolio
-
Envestnet Asset Management Inc12MShares$2.27 Billion0.85% of portfolio
-
Bank Of America Corp Charlotte, NC7.81MShares$1.48 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA7.51MShares$1.42 Billion0.34% of portfolio