Advocacy Wealth Management Services, LLC Ishares S&P 500 Value ETF Transaction History
Advocacy Wealth Management Services, LLC
- $1.17 Billion
- Q3 2024
A detailed history of Advocacy Wealth Management Services, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 159,683 shares of IVE stock, worth $30.9 Million. This represents 2.7% of its overall portfolio holdings.
Number of Shares
159,683
Previous 155,121
2.94%
Holding current value
$30.9 Million
Previous $28.2 Million
11.51%
% of portfolio
2.7%
Previous 2.54%
Shares
3 transactions
Others Institutions Holding IVE
# of Institutions
1,532Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.3 Billion0.28% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.51 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.43 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.54 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.35 Billion0.32% of portfolio