West Coast Financial LLC Ishares S&P 500 Value ETF Transaction History
West Coast Financial LLC
- $824 Million
- Q1 2024
A detailed history of West Coast Financial LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, West Coast Financial LLC holds 17,956 shares of IVE stock, worth $3.26 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
17,956
Previous 18,408
2.46%
Holding current value
$3.26 Million
Previous $3.2 Million
4.81%
% of portfolio
0.41%
Previous 0.42%
Shares
19 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