Regimen Wealth, LLC Ishares S&P 500 Value ETF Transaction History
Regimen Wealth, LLC
- $306 Billion
- Q4 2024
A detailed history of Regimen Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Regimen Wealth, LLC holds 7,761 shares of IVE stock, worth $1.49 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
7,761
Previous 7,761
-0.0%
Holding current value
$1.49 Million
Previous $1.53 Billion
3.28%
% of portfolio
0.48%
Previous 0.5%
Shares
2 transactions
Others Institutions Holding IVE
# of Institutions
1,676Shares Held
146MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.23 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.57 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.49 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.56 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.24 Billion0.29% of portfolio