Clearview Wealth Advisors LLC Ishares S&P 500 Value ETF Transaction History
Clearview Wealth Advisors LLC
- $129 Million
- Q3 2024
A detailed history of Clearview Wealth Advisors LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 6,966 shares of IVE stock, worth $1.35 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
6,966
Previous 6,369
9.37%
Holding current value
$1.35 Million
Previous $1.16 Million
18.46%
% of portfolio
1.07%
Previous 1.02%
Shares
5 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 Billion0.27% 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