Balboa Wealth Partners Ishares S&P 500 Value ETF Transaction History
Balboa Wealth Partners
- $422 Million
- Q4 2024
A detailed history of Balboa Wealth Partners transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Balboa Wealth Partners holds 9,600 shares of IVE stock, worth $1.89 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
9,600
Previous 1,173
718.41%
Holding current value
$1.89 Million
Previous $231,000
693.07%
% of portfolio
0.43%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding IVE
# of Institutions
1,663Shares Held
146MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.31 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.64 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.55 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.6 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.27 Billion0.29% of portfolio