Catalyst Private Wealth, LLC Ishares S&P 500 Value ETF Transaction History
Catalyst Private Wealth, LLC
- $165 Million
- Q4 2024
A detailed history of Catalyst Private Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Catalyst Private Wealth, LLC holds 6,799 shares of IVE stock, worth $1.33 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
6,799
Previous 6,028
12.79%
Holding current value
$1.33 Million
Previous $1.19 Million
9.18%
% of portfolio
0.78%
Previous 0.72%
Shares
10 transactions
Others Institutions Holding IVE
# of Institutions
1,560Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.34 Billion0.27% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.54 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.56 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.36 Billion0.32% of portfolio