Iams Wealth Management, LLC Ishares S&P 500 Value ETF Put Options Transaction History

Iams Wealth Management, LLC

$204 Billion
Q3 2024

Put Options

1 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q2 2023 Oct 30, 2023	BUY	$149.72 - $161.19 $1.44 Million - $1.55 Million	9,646 New	9,646 $1.54 Billion

Others Institutions Holding IVE

# of Institutions

1,475

Shares Held

141M

Call Options Held

105K

Put Options Held

10.8K

Jpmorgan Chase & CO New York, NY

17.7M
Shares

$3.44 Billion
0.28% of portfolio
Morgan Stanley New York, NY

12.4M
Shares

$2.41 Billion
0.18% of portfolio
Envestnet Asset Management Inc

12.4M
Shares

$2.41 Billion
0.8% of portfolio
Bank Of America Corp Charlotte, NC

7.72M
Shares

$1.5 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

7.68M
Shares

$1.49 Billion
0.34% of portfolio

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

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