Wipfli Financial Advisors Llc, Ishares S&P 500 Value ETF Transaction History
Wipfli Financial Advisors Llc,
- $1.42 Billion
- Q3 2022
A detailed history of Wipfli Financial Advisors Llc, transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 5,479 shares of IVE stock, worth $1.04 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,479
Previous 2,821
94.22%
Holding current value
$1.04 Million
Previous $387,000
81.91%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,696Shares Held
160MCall Options Held
124KPut Options Held
51.5K-
Envestnet Asset Management Inc18.6MShares$3.52 Billion1.19% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.36 Billion0.27% of portfolio
-
Morgan Stanley New York, NY13.8MShares$2.61 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.58MShares$1.62 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.98MShares$1.32 Billion0.54% of portfolio