Wr Wealth Planners, LLC Ishares S&P 500 Value ETF Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 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 3,846 shares of IVE stock, worth $752,777. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,846
Previous 3,789
1.5%
Holding current value
$752,777
Previous $707,000
0.99%
% of portfolio
0.22%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding IVE
# of Institutions
1,445Shares Held
140MCall Options Held
110KPut Options Held
9.3K-
Jpmorgan Chase & CO New York, NY17.7MShares$3.46 Billion0.28% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.43 Billion0.18% of portfolio
-
Envestnet Asset Management Inc12.4MShares$2.42 Billion0.8% of portfolio
-
Bank Of America Corp Charlotte, NC7.72MShares$1.51 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA7.68MShares$1.5 Billion0.34% of portfolio