Windward Private Wealth Management Inc. Ishares S&P 500 Value ETF Transaction History
Windward Private Wealth Management Inc.
- $247 Million
- Q2 2024
A detailed history of Windward Private Wealth Management Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 5,956 shares of IVE stock, worth $1.15 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
5,956
Previous 5,964
0.13%
Holding current value
$1.15 Million
Previous $1.11 Million
2.69%
% of portfolio
0.44%
Previous 0.46%
Shares
9 transactions
Others Institutions Holding IVE
# of Institutions
1,447Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.41 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.39 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.39 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.49 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.48 Billion0.34% of portfolio