Wr Wealth Planners, LLC Ishares S&P 500 Value ETF Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 4,051 shares of IVE stock, worth $812,630. This represents 0.23% of its overall portfolio holdings.
Number of Shares
4,051
Previous 3,846
5.33%
Holding current value
$812,630
Previous $700,000
14.0%
% of portfolio
0.23%
Previous 0.22%
Shares
9 transactions
Others Institutions Holding IVE
# of Institutions
1,489Shares Held
141MCall Options Held
105KPut Options Held
10.8K-
Jpmorgan Chase & CO New York, NY17MShares$3.41 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.6 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.49 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.55 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.54 Billion0.34% of portfolio