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 $1.03 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,479
Previous 2,821
94.22%
Holding current value
$1.03 Million
Previous $387,000
81.91%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,677Shares Held
146MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.18 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.54 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.54 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.22 Billion0.29% of portfolio