World Equity Group, Inc. Ishares S&P 500 Value ETF Transaction History
World Equity Group, Inc.
- $367 Billion
- Q2 2025
A detailed history of World Equity Group, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, World Equity Group, Inc. holds 5,062 shares of IVE stock, worth $1.01 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
5,062
Previous 6,609
23.41%
Holding current value
$1.01 Million
Previous $1.26 Billion
21.45%
% of portfolio
0.27%
Previous 0.36%
Shares
10 transactions
Others Institutions Holding IVE
# of Institutions
1,707Shares Held
163MCall Options Held
128KPut Options Held
51.5K-
Envestnet Asset Management Inc21MShares$4.17 Billion1.26% of portfolio
-
Jpmorgan Chase & CO New York, NY17.8MShares$3.53 Billion0.27% of portfolio
-
Morgan Stanley New York, NY13.8MShares$2.75 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC8.58MShares$1.71 Billion0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$1.57 Billion0.55% of portfolio