Windward Private Wealth Management Inc. Ishares S&P 500 Value ETF Call Options Transaction History

Windward Private Wealth Management Inc.

$260 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IVE

# of Institutions

1,529

Shares Held

139M

Call Options Held

91.7K

Put Options Held

29.4K

Jpmorgan Chase & CO New York, NY

17M
Shares

$3.47 Billion
0.28% of portfolio
Envestnet Asset Management Inc

12.9M
Shares

$2.63 Billion
0.84% of portfolio
Morgan Stanley New York, NY

12.5M
Shares

$2.55 Billion
0.18% of portfolio
Bank Of America Corp Charlotte, NC

7.95M
Shares

$1.62 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

6.95M
Shares

$1.41 Billion
0.32% of portfolio

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Windward Private Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Windward Private Wealth Management Inc. with notifications on news.