Carson Allaria Wealth Management, Ltd. Ishares S&P 500 Value ETF Transaction History
Carson Allaria Wealth Management, Ltd.
- $169 Million
- Q4 2024
A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 357 shares of IVE stock, worth $67,405. This represents 0.04% of its overall portfolio holdings.
Number of Shares
357
Previous 163
119.02%
Holding current value
$67,405
Previous $32,000
112.5%
% of portfolio
0.04%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding IVE
# of Institutions
1,671Shares Held
146MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.18 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.54 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.54 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.22 Billion0.29% of portfolio