West Wealth Group, LLC Ishares S&P 500 Value ETF Transaction History
West Wealth Group, LLC
- $268 Million
- Q1 2024
A detailed history of West Wealth Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, West Wealth Group, LLC holds 155,284 shares of IVE stock, worth $28.2 Million. This represents 10.82% of its overall portfolio holdings.
Number of Shares
155,284Holding current value
$28.2 Million% of portfolio
10.82%Shares
1 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
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Envestnet Asset Management Inc12MShares$2.17 Billion0.85% of portfolio
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Bank Of America Corp Charlotte, NC7.81MShares$1.42 Billion0.14% of portfolio
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Wells Fargo & Company San Francisco, CA7.51MShares$1.36 Billion0.34% of portfolio