Shira Ridge Wealth Management Ishares S&P 500 Value ETF Transaction History
Shira Ridge Wealth Management
- $249 Billion
- Q4 2025
A detailed history of Shira Ridge Wealth Management transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Shira Ridge Wealth Management holds 1,039 shares of IVE stock, worth $217,784. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,039Holding current value
$217,784% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,775Shares Held
170MCall Options Held
67.9KPut Options Held
38.7K-
Envestnet Asset Management Inc22.1MShares$4.64 Billion1.41% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$3.76 Billion0.24% of portfolio
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Morgan Stanley New York, NY14.2MShares$2.98 Billion0.18% of portfolio
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Lpl Financial LLC Fort Mill, SC8.55MShares$1.79 Billion0.55% of portfolio
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Bank Of America Corp Charlotte, NC8.4MShares$1.76 Billion0.12% of portfolio