West Coast Financial LLC Ishares S&P 500 Value ETF Transaction History
West Coast Financial LLC
- $907 Million
- Q4 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 16,432 shares of IVE stock, worth $3.23 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
16,432
Previous 16,379
0.32%
Holding current value
$3.23 Million
Previous $3.23 Million
2.88%
% of portfolio
0.35%
Previous 0.36%
Shares
22 transactions
Others Institutions Holding IVE
# of Institutions
1,650Shares Held
145MCall Options Held
88.8KPut Options Held
36.5K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.31 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.64 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.56 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.6 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.28 Billion0.29% of portfolio